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This article applies to:

  • Product: UltraTax CS

Watch fields

UltraTax CS includes built-in Watch fields that help you monitor important values in a client's federal tax forms. These fields appear on the
Watch
 tab in the federal Diagnostics window. To open the window, press CTRL+D or select the
Diagnostics
 button on the toolbar.

Add new watch fields

  1. Open a client return in UltraTax CS and go to Form view.
  2. Go to the form and field you want to watch, then right-click and select
    Watch Field
    .
    note
    If you chose a field that is already watched, an
    Edit Watch Field
     window opens instead. You can change or delete existing fields and descriptions, but can't add new fields.
  3. In the
    Description
     field, enter the label you want to appear on the Watch tab in the federal Diagnostics window.
  4. Select
    Enter
     to save the new description and add the field to the end of the list.
  5. If needed, select
    Move Up
     or
    Move Down
     to change its placement in the list.
  6. Select
    OK
     to close and save.

Freeze the Watch tab

Freezing the Watch tab only applies to the current client, so it won't affect values in other returns.
To freeze or unfreeze the Watch tab:
  1. Open the Diagnostics window by pressing CTRL+D or select the
    Diagnostics
     button on the toolbar.
  2. Go to the
    Watch
     tab.
  3. Select the arrow next to
    Watch
     and select
    Freeze
    .
note
If the federal Diagnostics window is in pane view, right-click in the Watch section and select either
Freeze
 or
Unfreeze
.

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