Access and manage your client list
Use the left navigation, client list tools, and application launcher to move between workflows and manage clients in Tax Automation.
Data Location
Switch between your available data locations using the dropdown. To manage your data locations, go to .
note
When you change the data location here, it also updates in the Open client menu in UltraTax CS.
Search for Clients
Find clients quickly by entering their client ID, name, or email address in the search field.
note
If you can't find a client, make sure they have a 1040 return and have been synced to UltraTax.com. Additionally, email address, SSN, and filing status are required to initiate any workflow.
Customize Your Columns
Select the
Columns
button to personalize your view. You can:- Add columns and rearrange the order to access information most relevant to you. Remove columns that are not necessary to your current review process.
- Rearrange columns to match your workflow.
Export Your Client List
Select
Export
to download your current client list as an Excel or PDF file. This creates a Tax Automation client list you can share or save.Excel or PDF export will include the currently displayed client records (based on applied filters).
Upload documents
You will be able to initiate the Prep workflow by using this quick action.
Create gather
You will be able to initiate the Gather workflow by using this quick action.
Application Launcher
The application launcher provides access to connected applications from within Tax Automation.
Select the launcher icon from the Tax Automation toolbar to open it.
- SelectGo to SafeSendto open your SafeSend company in a new window.
- SelectGo to SurePrepto open your SurePrep account in a new window.
