New Client / Client Properties dialog

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The New Client and Client Properties dialogs are almost identical.

Click the New Client New Client button button in the toolbar to open the New Client dialog in which you can add a client.

Click the Client Properties Client Properties button button in the toolbar to open the Client Properties dialog in which you can update the open client's information.

If you used UltraTax CS last year to process a client's return, do not add the client to this year's application. Instead, proforma the client's data from last year's application to this year's application.

Fields & buttons

Use this drop-down list to select the data location in which you want to store the new client's data. Note that you must add a data location in the Setup > System Configuration > Data Locations tab before you can select it here.

New Client dialog: Enter up to 11 letters or numbers for the unique client ID. Do not use embedded symbols or blanks.

Client Properties dialog: Displays the open client's ID. You cannot edit this field. To change a client's ID, choose File > Rename to open the Rename Client dialog.

Note: To take advantage of the integration between UltraTax CS and Fixed Assets CS or between UltraTax CS and Practice CS, you must use the same ID for the client in each application.

Displays the open client's name as entered in the input screen.

Note: This field only appears in the Client Properties dialog.

Select the preparer assigned to this client's return.

Notes

  • If there are no options in the drop-down list, you need to enter the preparer information. To do so, choose Setup > Office Configuration > Preparers tab. The preparer will not be available in the drop-down list if the checkbox for This preparer only available on POA intput screens... is marked in the Preparer Information dialog.
  • You can also assign groups of clients to preparers using the Utilities > Reassign Clients dialog.
  • You can select a default preparer for all new clients in the Setup > User Preferences > My Settings tab.

Select the reviewer assigned to this client's return.

Notes

  • If there are no options in the drop-down list, you need to enter the reviewer information. To do so, choose Setup > Office Configuration > Reviewers tab.
  • You can also assign groups of clients to reviewers using the Utilities > Reassign Clients dialog.
  • You can select a default reviewer for all new clients in the Setup > User Preferences > My Settings tab.

Select the staff member assigned to this client's return.

Notes

  • If there are no options in the drop-down list, you need to enter the staff information. To do so, choose Setup > Office Configuration > Staff tab.
  • You can also assign groups of clients to staff members using the Utilities > Reassign Clients dialog.
  • You can select a default staff member for all new clients in the Setup > User Preferences > My Settings tab.

By default, UltraTax CS prints your firm information, as it appears on the license agreement, in the preparer block section of all returns and extensions.

  • To leave the preparer block section of this client's returns or extensions blank, select [Blank Preparer Block] from the drop-down list.
  • To print different firm information in the preparer block section of this client's returns or extensions, select a preparer block from the drop-down list.
  • To have UltraTax CS print "Prepared by a non-paid preparer" in the preparer block of the return, choose (Personal Preparer Block) from this drop-down list. 

Notes

  • Additional preparer blocks only appear in this drop-down list if you have already entered them in the PRP Preparer Block dialog. To open this dialog, choose Setup > System Configuration > Firm tab, and then click the PRP Preparer Block button.
  • If you are processing the return with a standard UltraTax CS license, you need to supply us with the client's taxpayer identification number. We will give you an authorization code that allows you to print the client's return with the blank or PRP preparer block.

UltraTax CS will display the firm information that will appear in the preparer block section of all returns and extensions based on the selection made in the Preparer block drop down field.

Federal tab

New Client dialog: To prepare a 1040 federal return for this client, click the 1040 option and then select the appropriate return type from the adjacent drop-down list. The available return types are Individual (1040), Individual (1040A), Individual (1040EZ), Self-Employment (1040SS), Nonresident Alien, Nonresident Alien (EZ), Individual (1040) Same-Sex, Individual (1040A) Same-Sex, Individual (1040EZ) Same-Sex, Nonresident Alien Same-Sex, Nonresident Alien (EZ) Same-Sex, and Domestic Partner.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog. To change the type of 1040 return that you are preparing for this client, select Individual (1040), Individual (1040A), Individual (1040EZ), Self-Employment (1040PR), Self-Employment (1040SS), Nonresident Alien, Nonresident Alien (EZ), Individual (1040A) Same-Sex, Individual (1040EZ) Same-Sex, Nonresident Alien Same-Sex, Nonresident Alien (EZ) Same-Sex, or Domestic Partner from the drop-down list.

Note: The Domestic Partner option is only available in the Client Properties dialog if the client was originally created as a Domestic Partner in the New Client dialog. 

New Client dialog: To prepare an 1120 federal return for this client, click the 1120 option and then select the appropriate return type from the adjacent drop-down list. The available return types are C Corporation, S Corporation, Consolidated C, Consolidated S, Cooperative Association, Foreign Corporation, Homeowner's Association, Interest Charge DISC, Political Organization, Property and Casualty Ins Co, Real Estate Investment Trust, Settlement Fund, Puerto Rico (Corporation), Puerto Rico & C Corporation, Puerto Rico & Foreign Corporation, Puerto Rico (Corp of Individuals), and Puerto Rico & S Corporation.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog. To change the type of 1120 return that you are preparing for this client, select C Corporation, S Corporation, Cooperative Association, Foreign Corporation, Homeowner's Association, Interest Charge DISC, Political Organization, Property and Casualty Ins Co, Real Estate Investment Trust, Settlement Fund, Puerto Rico (Corporation), Puerto Rico & C Corporation, Puerto Rico & Foreign Corporation, Puerto Rico (Corp of Individuals), and Puerto Rico & S Corporation from the drop-down list.

Note: If you selected Consolidated C or Consolidated S, click the Advanced Properties button to open the Group and Options tabs in which you designate the consolidated company's parent, eliminations, and subsidiary group members, and indicate which of the group members' amounts you want combined for the consolidated company.

New Client dialog: To prepare a 1065 federal return for this client, click the 1065 option and then select the appropriate return type (Partnership, Large Ptnrshp (1065B), Foreign Ptnrshp (8865), Puerto Rico, or Puerto Rico & Partnership) from the adjacent drop-down list.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog. To change the type of 1065 return that you are preparing for this client, select Partnership, Large Ptnrshp (1065B), Puerto Rico, or Puerto Rico & Partnership from the drop-down list.

New Client dialog: To prepare a 1041 federal return for this client, click this option.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog.

New Client dialog: To prepare a 706 federal return for this client, click this option.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog.

New Client dialog: To prepare a 709 federal return for this client, click this option.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog.

New Client dialog: To prepare a 990 federal return for this client, click the 990 option and then select the appropriate return type (Exempt Organization or Private Foundation) from the adjacent drop-down list.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog. To change the type of 990 return that you are preparing for this client, select either Exempt Organization or Private Foundation from the drop-down list.

New Client dialog: To prepare a 5500 federal return for this client, click the 5500 option and then select the appropriate return type (Benefit Plans, Benefit Plans [EZ], or Benefit Plans [SF]) from the adjacent drop-down list.

Client Properties dialog: Only the entity type option that you selected when adding the client is enabled in this dialog. To change the type of 5500 return you are preparing for this client, select either Benefit Plans, Benefit Plans (EZ), or Benefit Plans (SF) from the drop-down list.

New Client dialog: Enter the client's employer identification number (EIN) or Social Security number (SSN).

Client Properties dialog: Displays the open client's EIN or SSN. You can edit the information in this field.

Tip: If the client has applied for but not yet received an EIN or SSN, enter a hyphen or a and UltraTax CS will enter Appl'd For in this field. Note that if you are processing this client's return with a PRP-licensed application and the client has not yet received an EIN or SSN, you cannot use CS Connect to obtain the required PRP code. Instead, please call 800.968.0600 and follow the prompts to speak with Customer Service.

If you are processing this client's return with a PRP-licensed federal application, or if you have a site or network license and want to print a PRP preparer block for this client, ensure that the client's authorization code displays in either the New Client dialog (when adding the client) or the Client Properties dialog (when modifying an existing client).

Notes

  • If you received the PRP code via CS Connect, it displays automatically in the File > Client Properties dialog the next time the client is opened.
  • If you called Customer Service at 800-968-0600 to receive the PRP code, you will incur a small fee and you must manually enter the code in the File > New Client dialog or in the File > Client Properties dialog.
  • For any client who has "Applied For," "Amish," "Foreign US," or "W7 Attached" in place of a TIN, you cannot use CS Connect to obtain a PRP code. Instead, please call 800-968-0600 to speak with Customer Service.

State tab(s) (if applicable)

Other Fields & buttons

New Client dialog: This field is not available in the New Client dialog.

Client Properties dialog: This field displays the most recent status event logged by a user for this client.

New Client dialog: This button is not available in the New Client dialog.

Client Properties dialog: Click this button to open the Client Status dialog, where you can change client status events or schedule events.

To prepare a state or city return for the client, click this button from either the New Client dialog (when adding a client) or the Client Properties dialog (for existing clients). When you click this button, all available states are displayed, and UltraTax CS responds in one of two ways.

  • After you make your selections, any state or city applications that were not previously installed are installed automatically when you click OK. A slight delay may occur depending on the number of states that need to be installed. The selected state(s) or city tabs will then appear in the New Client or Client Properties dialog.
  • After you make your selections, any state or city applications that were previously installed are added to the client immediately when you click OK. The selected state or city tabs will then appear in the New Client or Client Properties dialog.

From either the New Client dialog or the Client Properties dialog, click this button to delete the client's state or city return. UltraTax CS prompts you to confirm that you want to delete the return.

Notes

  • This button is only enabled if you have added a state or city return to the client, and have selected that state or city tab.
  • If you have assets entered in the Asset tab that contain a treatment for the state being deleted, you will receive one additional prompt asking whether you want to delete or keep that state's depreciation treatment. Click Yes to delete the state's depreciation treatment, or click No to retain it. 

Click this button to open the Advanced Properties dialog in which you can do the following:

  • Password-protect this client's data.
  • Exempt the E-File Status screen from Client Password protection.
  • Exempt this client from all Data Sharing functionality.
  • Deny Data Mining, Practice CS, FileCabinet CS, or data sharing access to this client's data. Marking these checkboxes will deny certain applications or features access to the open client's data. For example, to prevent FileCabinet CS from accessing this client's data, mark the Deny FileCabinet CS access to client data checkbox.
  • Select detailed asset data entry or summary asset data entry.
  • For 1120 Consolidated clients: Designate parent, eliminations, and subsidiary companies for this consolidated client, and restrict certain amounts from each group member's return from being combined in the consolidated client's return.
  • For 1040 Domestic Partner returns: Designate the taxpayer and spouse for the domestic partner return.

Note: This button is available in both the New Client dialog (when adding a client) and the Client Properties dialog (when modifying an existing client).

Related topics

Adding clients

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