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Open Client dialog (Summary)

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Use this dialog to select the client for whom you want to enter tax data.
To open this dialog, select the Open Client button, choose File then Open Client, press CTRL+O, or choose the Family button.
note
There are two versions of this dialog, one containing summary information and one containing detailed information. Which version appears depends on which version was last open.
  • To switch from the summary to the detailed version, select the Detail >> button.
  • To switch from the detailed to the summary version, select the << No Detail button.

Fields & buttons

Data location
Use the drop-down list to select the data location containing the client data you want to open. Note that you must add a data location in the Setup, System Configuration, then Data Locations tab before you can select it here.
note
If you change a data location while another client is open, you will be prompted to close the open client prior to switching data locations.
Search
If you select the word Client ID or Name in the title bar of the list pane, you can enter the first few characters of the client ID or client name in this field to search for a particular client.
Clients
This pane lists all clients who meet the criteria designated in the Focus group box. Highlight the client whose return you want to process and select the Open button.
To sort the client list by client ID, name, entity type, status event, or complexity value, select the word appropriate column heading in the title bar of the list pane. To view a detailed list of the values that make up the client's complexity rating, select the underlined number in the Complex column.
note
  • If the client's complexity rating is not displayed via the Complex column, mark the&
    Display the Client Complexity factor
    & checkbox in the Setup, User Preferences, then Misc tab.
  • If a member of your firm logged a discourage access status event for a client, UltraTax CS displays a warning icon next to the client ID to signify the client has been flagged by a discourage access event. This icon will not display if the client is password protected. A tooltip on the icon displays the status event that was logged for that client. (You can designate a status event as a discourage access event via the Setup, Office Configuration, Status, then Discourage Access dialog.)
  • If another member of your firm has a client's return open, UltraTax CS displays a lock icon next to the client ID. This icon is not displayed if the client's return is password-protected. A tooltip on the icon shows the name of the staff member who has the client open/locked.
  • If a client's return is password-protected, UltraTax CS displays a key icon next to the client ID. You will be prompted to enter the password when you open the client's return.

Focus group box

Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
note
Mark the
Other
 checkbox to include 990, 5500, 706, and 709 clients in the list.
Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Fiscal year end
Choose a month from this drop-down list to restrict the list of clients whose returns have the selected month as their year-end.
Event
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Modify button
Select this button to change the selection in the adjacent field.

Other buttons

Detail >> button
Select this button to expand this dialog and see more information about the currently highlighted client.
note
Once opened, the detailed version of this dialog appears every time you choose File then Open Client until you select the << No Detail button to return to the summary version.

This article applies to:

  • PRODUCT: UltraTax CS

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