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Client status events logged by UltraTax CS
Select a dropdown to view the status events that are automatically logged by UltraTax CS.
note
- You can create user-defined status events inSetup,Office Configuration, then theStatustab.
- You can view the events logged by UltraTax CS for a client using theClient Status Historyreport.
- You can log user-defined status events for UltraTax CS clients in theClient Statuswindow.
Show all hidden content
General client events
Acquired PRP authorization
Added new client
Added state
Backed up client
Bypassed access warning
Client check-out was canceled
Client checked in
Client checked out
Client files deleted via Help > Repair
Client status information edited
Closed client
Changed entity
Changed fiscal year end
Created client from conversion data
Created client via Save As
Created client via split utility
Emailed client data
Sent email re: missing data
From FileCabinet CS
Opened client
Proforma'd
Renamed client
Re-proforma'd, retained PPT returns
Restored client
Sent client to file
Watch fields frozen
Watch fields unfrozen
Merged client data
Rebuilt data share
Version
Deleted state
Data Mining - Emailed Letter
Printing events
9325 printed (Also an ELF event)
9325 printed to FCS (Also an ELF event)
Extension printed
Extension printed to FCS
Input screens printed
Input screens printed to FCS
Organizer printed (Also an Org event)
Organizer printed to FCS (Also an Org event)
Return printed
Return printed to FCS
Tax return email sent
Tax return PDF created
Tax return SafeSend created
Tax return SafeSend sent
Tax return sent to SurePrep
Tax return Web created
Tax return Web sent
Import / export events
Accounting data imported
Client created in Tax Caddy
Client sent to Tax Caddy
Data imported via datashare
Exported apportionment Info
Exported data to BNA
Exported data to Planner CS
Exported Partner Info
Exported Shareholder Info
Failed to create in Tax Caddy
Forwarded invoice to CS Practice products
Imported apportionment Info
Imported Partner Info
Statement data imported
Imported Shareholder Info
Imported Beneficiary Info
Imported Officer Info
Imported Contributor Info
Exported Beneficiary Info
Exported Officer Info
Exported Contributor Info
SurePrep data exported
Organizer events
Accounting data imported
Data imported via datashare
Exported apportionment Info
Exported data to BNA
Exported data to Planner CS
Exported Partner Info
Exported Shareholder Info
Forwarded invoice to CS Practice products
Imported apportionment Info
Imported Partner Info
Statement data imported
Imported Shareholder Info
Imported Beneficiary Info
Imported Officer Info
Imported Contributor Info
Exported Beneficiary Info
Exported Officer Info
Exported Contributor Info
SurePrep data exported
Organizer events
Organizer email sent
Organizer PDF created
Organizer printed (Also a printing event)
Organizer printed to FCS
Organizer Web created
Organizer Web retrieved
Organizer Web sent
Organizer Web - Print only created
Electronic filing events
8879 Electronic Signature sent
8879 Electronic Signature failed
8879 Electronic Signature declined
8879 Esigned
9325 printed (Also a printing event)
9325 printed to FCS (Also a printing event)
ELF ACK received, return accepted
ELF ACK received, return rejected
ELF file attachment added
ELF file attachment deleted
ELF file created
ELF file deleted
ELF file selected for transmission
ELF file transmitted to CS
ELF file de-selected for transmission
ELF 8865 file attachment added
ELF 8865 file attachment deleted
ELF acceptance emailed to client
ERO PIN data modified
ELF error(s) found, no e-file created
ELF document - signed
ELF extension file created
ELF extension file transmitted to CS
ELF extension file selected for transmission
ELF extension file de-selected for transmission
ELF extension file deleted
ELF extension ACK received, return accepted
ELF extension ACK received, return rejected
ELF extension error(s) found, no e-file created
ELF extension file attachment added
ELF extension file attachment deleted
ESigned
ERC file created
ERD file created
RAL file created
Tax refund application transmitted
Paper Filed
Paper filed extension
Paper signed and returned
This article applies to:
- Product: UltraTax CS