Custom fieldviews overview

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Some input screen fields have a drop-down menu that lists valid entries for the field. This is called a fieldview and is indicated by an arrow Fieldview button to the right of the field. Some fieldviews, called custom fieldviews, can be customized and can be linked or not linked.

Note: Custom fieldview items are available to all users.

Custom fieldviews

Custom fieldviews are similar to regular fieldviews except that you determine the entries that appear in the fieldview. An arrow and the green line to the right of a field Custom fieldview indicates the presence of a custom fieldview.

Using custom fieldviews can speed up data entry and assist you in providing a consistent look and standard spelling for all tax returns that leave your office. Use custom fieldviews where data might be repetitive for new clients and when you have local or regional common items. Examples include banks (in interest income and itemized deductions for interest) and colleges, churches, and synagogues (in the charitable deductions area). You can also enter non-statement information, such as employer names, for the Input Screen Wages. View an example.

If the Automatically save and suggest data on custom fieldview fields checkbox is marked on the Setup > User Preferences > Data Entry tab and you want to quickly add items to a custom fieldview, simply enter the item directly in the field. UltraTax CS automatically saves the information you enter, but the information will not automatically display in the drop-down list. However, UltraTax CS auto-completes these fields when you begin to enter text that matches a previous entry. (If the Automatically save and suggest data on custom fieldview fields checkbox is not marked marked, you can enter the item in the fieldview and press CTRL+S to save the entry.)

Notes

  • For regular and custom fieldviews, click the arrow or press F4 while the cursor is located in that field to open the drop-down list.
  • When the cursor is located in a field with an attached custom fieldview, click the Custom Fieldview Custom Fieldview button button to open a dialog in which you can enter the fieldview items.
  • You can add an unlimited number of items to a custom fieldview in any client, but you must be in input screen view to add them.
  • If you are on a network, the fieldview items you add will be available to all UltraTax CS users.
  • Custom fieldviews that were set up in the prior-year version of UltraTax CS will proforma into the current-year application.
  • Custom fieldviews are available for all clients of the same entity.
  • To back up custom fieldviews, choose File > Backup > Product Settings > Preparer Views.

Linked custom fieldviews

With Linked custom fieldviews, you can link multiple related custom fieldviews. You can enter all related data for the linked custom fieldview in the Custom Fieldview dialog. When you select the linked custom fieldview during data entry, the related fields are automatically completed. View an example.

To access the Custom Fieldview dialog, choose Edit > Custom Fieldview or click the arrow next to a field, and then click the Edit Custom Fieldview or Edit Multi-Field Custom Fieldview text.

Note: Only data that is saved as part of the Linked Custom fieldview for a particular group of fields will be updated when you make a custom fieldview selection.

Non-linked custom fieldviews

With Non-linked custom fieldviews, you can enter information once and then select your customized items from a drop-down list that is associated with a particular field. This saves time and, also, allows you to have standard spelling and a consistent look for a specific input field on all tax returns. View an example.

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