Non-linked custom fieldview example

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

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The following example shows the Taxpayer Information section of Screen 1040. In this example, several occupations were added to the custom fieldview attached to the Occupation field. The arrow and the green line to the right of the Occupation field indicate the presence of a custom field view.

Non-linked fieldview example

Notes

  • To quickly add an item to a custom fieldview, place the cursor in the field, enter the item you want to add, and press CTRL+S.
  • Custom fieldviews items are available to all users.

Related topics

Custom fieldviews overview

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