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Open Form dialog (Source Data Entry)
Show all expandable content
Use this dialog to access source document information that was previously entered in Source Data Entry and postponed or exported to UltraTax CS. To view or edit this information, highlight the appropriate entry in the list and select the Open button.
To open this dialog, choose File then Open Form in UltraTax CS Source Data Entry.
Fields & buttons
Data location
Use this drop-down list to select the location where the desired source data files are stored. These data locations are defined on the Setup, System Configuration, Data Locations tab.
Forms by client tab
This tab lists each source document you or your staff have entered for each client, and is sorted by the clients' Taxpayer Identification Numbers (TINs). The left pane lists all clients for whom you have entered source document information. Use this pane to select the client whose source documents you want to view in the right pane. To view and edit the information for a specific source document, select the desired form and select Open.
All forms tab
This tab lists all source documents that have been entered via Source Data Entry. Select the following column headings to sort the documents: Recipient TIN, Form, Name, Date Entered, Status, and User ID. To view and edit the information for a specific source document, select the desired form and select Open.
Focus group box
Use the Focus group box to filter the list by exported or postponed documents, the date entered, documents entered manually or via FileCabinet CS Source Document Processing, and/or the ID of the user who entered the data.
note
After opening a form, you can:
- Select Export to UltraTax CS to save any changes and to have the information available to share.
- Select Postpone to save any changes but not have the information available to share.
- Select Discard to choose whether to discard changes made to the data during this session or to delete all data for the form.
This article applies to:
- PRODUCT: UltraTax CS