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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Client status isn't working or it's grayed out

If the Client Status Utility isn't working or it's grayed out under the Utilities menu in UltraTax CS, you'll need to set up at least one custom event:
  1. Select
    Setup
    ,
    Office Configuration
    , then
    Status
    .
  2. Once events are set up here, you can access the Client Status Utility from the Utilities menu or by selecting
    Client Status Utility
     on your toolbar.

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