Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Featured
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Featured
-
CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
ONESOURCE
Create a seamless process through automated and accurate corporate tax software and services. Ensure smooth workflows from tax determination through to tax and trade compliance for companies and large accounting firms.
-
Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
Questions? We are here to help
Trade & Supply
Featured
-
ONESOURCE Indirect Compliance
Automate your company's sales and use tax, GST, and VAT compliance and expedite your global indirect tax compliance obligations. Move beyond complicated, country-specific spreadsheets to stay compliant across the globe.
-
ONESOURCE Pagero
Comply with global e-invoicing mandates by leveraging a fully integrated, electronic invoice compliance solution — one solution spanning the globe, simplifying complexity for tax, e-invoicing, and continuous transaction controls.
-
Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
Questions? We are here to help
Risk & Fraud
Featured
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
-
ID Risk Analytics
Detect, prevent, and mitigate fraud with this online fraud prevention tool for government. Gain a holistic view of identity-based risk within an agency’s program population.
-
Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
Questions? We are here to help
News & Media
Recommended products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
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