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Status tab
Show all expandable content
Use this tab to enter the user-defined status events for use in tracking your clients' status during processing. You can define up to 50 events, which are available to all clients. Use the Client Status dialog (you can press F5 to open this dialog) to schedule and log these events for your clients.
To open this tab, choose Setup, Office Configuration, and select the Status tab.
Fields & buttons
Event list
This list contains the user-defined status events that have been added to UltraTax CS for the office selected in the Office drop-down list at the top of the Office Configuration dialog.&
Up button
Select this button to move the highlighted list item up one row.
Down button
Select this button to move the highlighted list item down one row.
Event
Enter the description of the client status event in this field.
Appointment Event
Mark this checkbox to designate the selected status event as the appointment event. Designating a user-defined event as the appointment event enables the bi-directional transfer of appointment information from the Client Status dialog to UltraTax/1040 Contact Screen (and the Letter Screen for Organizer clients), and vice-versa.
note
- Only one status event can be designated as the appointment event.
- If you have appointments in the prior-year application, you should set this designation before you proforma into the current-year version of UltraTax CS.
Default appointment duration
Choose the number of minutes from the drop-down list to indicate the default appointment duration. UltraTax CS uses the duration to log the appointment as a scheduled event when the appointment date and time is entered on the Contact Screen.
With the log of this event, freeze client watch fields
Mark this checkbox if you want UltraTax CS to freeze the Watch tab (in the federal Diagnostics window) for a client when the corresponding status event is logged for that client.
Watch fields are used to easily monitor important values on a client's tax forms. Each watched field and the data it contains is displayed on the Watch tab of the federal Diagnostics window. To open the window, press CTRL+D or select the Diagnostics button on the toolbar.
Freezing the Watch tab will cause it to display the current watch field values in blue text instead of the default black text. If any watched values are changed while the Watch tab is frozen, the changed values will display in red on the Watch tab. This action is client-specific, so you can freeze the Watch tab for one client without it affecting the watched values in other clients' returns.
note
- If you mark this checkbox for an event and log that event for multiple clients simultaneously, the Watch tab will be frozen for each of those clients.
- If the Watch tab is already frozen and you re-freeze it by logging a status event, the watch field values will be updated with the current data, but the tab will remain frozen so that further changes to watched fields will appear in red text.
With the log of this event, forward invoice to CS Practice products
Mark this checkbox to transfer clients' invoice information to Practice CS when the event highlighted in the list is logged using the Client Status dialog.
note
This checkbox is available only if you are licensed for Practice CS and have it installed. If Practice CS is installed and this option is unavailable to you, choose Setup, User Preferences, then File Locations and specify the location of Practice CS.
Make a client To Do item with the absence / log of this event
Mark this checkbox to designate the selected status event as a To Do item. To determine if the absence of the event makes it a To Do item, or if the log of the event makes it a To Do item, make a selection from the drop-down list. The event will show on the To Do tab of the diagnostics window as a reminder.
Discourage Access button
Select this button to open the Discourage Access dialog, which you can use to configure status warnings for certain events.
This article applies to:
- Product: UltraTax CS