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Screens

Select Clients to Print dialog

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Use this dialog to choose the clients for whom you want to print tax returns, extensions, organizers, or input screens.
To open this dialog, select the Clients button in the Print Returns, Print Input Screens, Print Extensions, or Print Organizers dialog.
note
The open client is automatically listed in the Clients to print pane on the right. If you do not want to print the open client's return, extension, organizer, or input screens, highlight that client's name and select the Remove button.

Fields & buttons

Clients available to print
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) whose items you want to print and choose the Select button to move them to the Clients to print pane on the right.
note
To sort the client list by client ID, name, entity type, or client status, select the word Client ID, Name, Entity, or clock icon in the title bar of the list pane.
Clients to print
Lists the clients you have selected for printing.
The open client is automatically listed in this list pane. If you do not want to print the open client's return, extension, organizer, or input screens, highlight that client's name and select the Remove button.
note
Tips
  • To remove a client from this list, highlight the client and select the Remove button. The client moves to the Clients available to print pane on the left.
  • To sort the client list by client ID, name, entity type, or client status, select the word Client ID, Name, Entity, or clock icon in the title bar of the list pane.

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
In most dialogs, 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 open the Modify Event Focus dialog, in which you can modify the status criteria used to focus the client list.

This article applies to:

  • PRODUCT: UltraTax CS

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