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Work with custom statements
UltraTax CS automatically attaches custom statements to any client subsequently opened for processing, and to all clients subsequently added to or proforma'd into UltraTax CS. Once you attach a custom statement to a client, you can't remove it in the current year.
To stop the custom statement from automatically attaching to all clients subsequently added to UltraTax CS, and to all clients who don't already have the statement attached (that is, not opened since you set up the custom statement), complete these steps.
- Place your cursor in the input screen field with the custom statement.
- SelectEdit, thenCustom Statements.
- Selectnonefrom theSelect a format for this statementdropdown.
- SelectOK.
tip
Next year, before you proforma data from this year's version of UltraTax CS into next year's version, complete the previous steps in the current-year application so that the custom statement doesn't proforma into next year's application.
Follow these steps to edit an existing statement.
important
The edits you make will appear in this custom statement for all clients, not only those subsequently added to the application, and not only the open client.
- Place your cursor in the input screen field with the custom statement.
- SelectEdit, thenCustom Statements.
- Make your changes, then selectOK.
This article applies to:
- PRODUCT: UltraTax CS