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Client Listing Reports dialog
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Use this dialog to choose the report you want to print. After choosing the option for the desired report and setting any additional parameters (such as sort criteria), select Continue to open the Select Clients for Report dialog.
To open this dialog, choose Utilities then Client Listing Reports.
Fields & buttons
General Client Information
Select the
General Client Information
option to select the General Client Information report, which contains the following information for each UltraTax CS client you select: client ID; name; applications; date on which data was last entered; date on which the return was last printed; date on which the return is due; TIN; PRP code; preparer, reviewer, and staff member assigned to the client; current status; net invoice amount; and complexity value.Use the
Sort
field next to the General Client Information
option to arrange the report by various criteria. Select the desired criterion from the Sort
drop-down list to organize the list accordingly. Note that the Sort
field is disabled until you select the General Client Information
option.General Return Information
Select the
General Return Information
option to select the General Return Information report, which contains the following information for each UltraTax CS client you select: client ID, name, products, TIN, PRP code, fiscal year end, date on which the return is due, whether the client is a new client; whether the client is marked for electronic filing or an amended return, and the amount due or the refund.Use the
Sort
field next to the General Return Information
option to arrange the report by various criteria. Select the desired criterion from the Sort
drop-down list to organize the list accordingly. Note that the Sort
field is disabled until you select the General Return Information
option.Client Contact
Select the
Client Contact
option to select the Client Contact report, which contains the following information for each UltraTax CS client you select: client ID, client name, contact name, entity type, email address, contact address, work phone, and home phone. In addition, mark the Include all contact phone numbers (export only)
checkbox to include all contact phones numbers when you export the reportUse the
Sort
field next to the Client Contact
option to arrange the report by client name, client ID, or entity type. Note that the Sort
field is disabled until you select the Client Contact
option.Client Communications
Select the
Client Communication
option to select the Client Communications report, which contains all information entered in the Client Communications dialog, such as client ID, name, entity type, email address, who should be contacted via email, whether the client wants to receive electronic filing acknowledgments, return delivery method, organizer delivery method, and the PDF password.Use the
Sort
field next to the Client Communications
option to arrange the report by client ID, client name, entity type, email address, return delivery, organizer delivery, email to, and email ELF ack. Note that the Sort
field is disabled until you select the Client Communications
option.Status Summary
Select the
Status Summary
option to select the Status Summary report, which lists the number and percentage of UltraTax CS clients logged for each user-defined status event.note
To set up custom status events, choose Setup then Office Configuration, and select the Status tab.
Client Totals
Select the
Client Totals
option to select the Client Totals report, which lists the total number of returns for the current data location by federal and state application. This report will help you easily see how many of each type of return you prepare.Client Family
Select the
Client Family
option to select the Client Family report, which contains the following information for each UltraTax CS client you select: client ID, name, entity, fiscal year end, family type, and the parent's TIN.note
- If a selected client is part of a family, all family members will be displayed as part of the family in the Client Family report.
- If a selected client is not part of a family, the client will not be listed in the Client Family report.
Client Status History
Select the
Client Status History
option to select the Client Status History report, which contains the following information for each UltraTax CS client you select: client ID; name; TIN; event and status; scheduled date and time; logged date and time; and the preparer, reviewer, or staff member who either logged the event or for whom the event was scheduled.Use the
Sort
field next to the Client Status History
option to arrange the report by client name, client ID, TIN, or current status. Note that the Sort
field is disabled until you select the Client Status History
option.Use the checkboxes below the
Client Status History
option to include status events scheduled and logged by users as well as application events logged by UltraTax CS.Include user-defined logged events
Mark this checkbox to include any user-defined status events logged for a client in the Client Status History report.
note
- This field is disabled until you select theClient Status Historyoption in this dialog.
- To set up custom status events, choose Setup then Office Configuration and select the Status tab.
Include user-defined scheduled events
Mark this checkbox to include any custom (user-defined) status events currently scheduled for a client in the Client Status History report.
note
- This field is disabled until you select theClient Status Historyoption in this dialog.
- To schedule status events or to view currently scheduled events, choose Utilities then Client Status and select the Schedule Events tab.
- To set up custom status events, choose Setup then Office Configuration and select the Status tab.
Include UltraTax CS events
Mark this checkbox to include application events that are automatically logged by UltraTax CS in the Client Status History report.
note
This field is disabled until you select the
Client Status History
option in this dialog.User Activity
Select the
User Activity
option to select the User Activity report, which contains the following information for each UltraTax CS client you select: the user who performed a specific activity, client ID, name, entity type, date and time of the activity, and the name of the activity.Use the
Sort
field next to the User Activity
option to arrange the report by user, client ID, name, entity type, date/time, or event. Note that the Sort
field is disabled until you select the User Activity
option.Client ELF Summary
Select the
Client ELF Summary
option to select the Client ELF Summary report, which contains the following information for each UltraTax CS client you select: client ID; client name; TIN; applications; the date the electronic file was created, transmitted, rejected, and accepted; preparer; and current client status.Use the
Sort
field next to the Client ELF Summary
option to arrange the report by client ID, name, TIN, or status. Note that the Sort
field is disabled until you select the Client ELF Summary
option.View Sample button
Select this button next to each report option to view the type of information included in the corresponding report.