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Client returns dashboard
The Client Returns Dashboard on ultratax.com lets you view and interact with key client return data synced from UltraTax CS. You can access this dashboard anytime, anywhere, and from any device to see client-specific information such as contact details, due dates, preparer, reviewer, staff information, and net return amount due or refunded.
Sync data
Data appears on the Client Returns Dashboard when clients are synced from UltraTax CS. You can sync data using the following methods:
To access the Client Returns Dashboard from anywhere, on any device:
- Go toUltratax.comvia your web browser.
- Sign in with your CS Web or Onvio login information.
note
- If you can't sign in to view the Client Returns Dashboard, contact your CS Web administrator.
- You need to have 1 of the following permission levels to access the Client Returns Dashboard outside of UltraTax CS.Web Onlypermissions won't authenticate the CS Web customer.
- Admin
- Web & CS Professional Suite Desktop Software
- Software Only
- If the customer is part of multiple firms, UltraTax CS defaults to the 1st firm on the list. You currently can't switch between firms.
To open the dashboard from UltraTax CS:
- Select theClient Returnslink from the homepage.
- UltraTax.com opens in your default web browser.
- Select theSign inbutton.
Other options
- SearchYou can search by client ID or client name.
- View another firm
- You can switch between multiple firms associated with your account. Select theFirm - [ID number]dropdown to view the data for another firm.
- Manage Columns
- You can easily customize how data is displayed in the Client Returns Dashboard, using the Columns button. Columns may be added, removed, or re-ordered to fit your needs.
- Columns can be sorted using the arrow icons in the heading, and columns with a filter indicator can be further filtered based on the content displayed in the column.
note
Password-protected clients in UltraTax CS won’t be displayed on the dashboard.
While clients can't be deleted in ultratax.com directly, if the client is deleted in UltraTax via
File
, then Delete
..., the client will no longer be displayed on the dashboard and the client will be deleted from UltraTax CS.Internal use only
Currently there is no global OR client-specific opt-out option for syncing data to ultratax.com. Firms that want to disable the sync entirely OR to have the option to turn syncing off can be logged in (see Suggestion 1936900)·
Client folders deleted from ...\WINCSI\UT24Data won’t be deleted from ultratax.com. Customers must delete clients via
File
, then Delete
so that they are no longer shown in ultratax.com.This article applies to:
- PRODUCT: UltraTax CS
- Subject: Clients