Custom fieldview
Some fieldviews called
custom fieldviews
, can be customized. Custom fieldviews can be either linked or non-linked.Custom fieldviews
work like regular fieldviews, except you pick which entries appear in the list. A green line under the arrow next to a field indicates that a custom fieldview is available.Custom fieldviews can speed up data entry and help you keep a consistent look and standard spelling across all tax returns from your office. They're especially useful when:
- Data is likely to repeat for new clients such as Cities for addresses.
- You have common local or regional items, such as:
- Banks (for interest income and itemized interest deductions)
- Colleges, churches, and synagogues (for charitable deductions)
You can also use custom fieldviews to enter non-statement information, such as employer names, on the Wages input screen.
Saving entries automatically
On the
Data Entry
tab, the Automatically save and suggest data on custom fieldview fields
checkbox controls how entries are saved:- If marked:Simply enter an item directly in the field. UltraTax CS saves it automatically. The item won't appear in the dropdown list immediately, but UltraTax CS will auto-complete the field the next time you type matching text.
- If not marked:Enter the item in the field, then pressCTRL+Sto save it.
Managing dropdown list items
- To display all items you've entered in the dropdown list, go to . Select theData Entrytab and markDisplay all custom fieldview items in dropdown list.
- To display only specific items, either:
- Enter the information and pressCTRL+S, or
- Open the Custom Fieldview window and markDisplay in dropdownfor each item you want to show.
- To add or edit an entry, select the field you want to adjust then select .
- To delete an entry, remove the text and pressENTER.
note
- To open the dropdown list for any fieldview, select the arrow or pressF4while your cursor is in the field.
- To open the Custom Fieldview window, select the Custom Fieldview button while your cursor is in a field with an attached custom fieldview.
- You can add unlimited items to a custom fieldview for any client, but you need to be in the input screen view to add them.
- On a network, any items you add are available to all UltraTax CS users.
- Custom fieldviews from a prior-year version of UltraTax CS will proforma into the current-year application.
- Custom fieldviews are available to all clients of the same entity type.
- To back up custom fieldviews, select .
Linked custom fieldviews
Linked custom fieldviews
let you connect multiple related custom fieldviews. Enter the related data once in the Custom Fieldview window. Then, when you select the linked fieldview during data entry, UltraTax CS automatically fills in all the related fields.To open the Custom Fieldview window, either:
- Select , or
- Select the arrow next to a field, then selectEdit Custom FieldvieworEdit Multi-Field Custom Fieldview.
note
Selecting a linked custom fieldview only updates the fields whose data was saved as part of that fieldview.
Non-linked custom fieldviews
Non-linked custom fieldviews
let you enter information once, then reuse it by selecting from a dropdown list tied to a specific field. This saves time and helps you keep standard spelling and a consistent look for that field across all tax returns.
