Freezing or unfreezing the Watch tab

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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.

Each federal UltraTax CS application includes predefined watch fields which you can use to easily monitor important values on a client's tax forms. Each watched field and the data it contains is displayed in the Watch tab of the federal Diagnostics window. To open the window, press CTRL+D or click the Diagnostics button on the toolbar.

You can freeze the Watch tab in the federal Diagnostics window to make changes to watched fields easier to track. Freezing the Watch tab will cause it to display the current watch field values in blue text instead of the default black text. If any watched values are changed while the Watch tab is frozen, the changed values will display in red in the Watch tab. This action is client-specific, so you can freeze the Watch tab for one client without it affecting the watched values in other clients' returns.

To freeze or unfreeze the Watch tab, follow these steps.

  1. Choose File > Open Client to open the appropriate client's return.
  2. To open the federal Diagnostics window, press CTRL+D or click the Diagnostics button on the toolbar.

    Note: You can view the federal Diagnostics window in a pane with sections instead of a window with tabs. To change this setting, choose Window > Display Settings and select Right pane, Bottom pane, or Top pane from the drop-down list.

  3. If necessary, click the Watch tab in the federal Diagnostics window.
  4. To freeze the Watch tab, click the arrow in the Watch tab and select Freeze. If the Watch tab is already frozen and you want to unfreeze it, click the arrow in the tab and select Unfreeze. Show me.

    Tip: If the federal Diagnostics window is in pane view, right-click in the Watch section and select either Freeze or Unfreeze.

Related topic: Adding or modifying watch fields

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