Working with custom statements

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Once you set up a custom statement, it is automatically attached to any client subsequently opened for processing, and to all clients subsequently added to or proforma'd into UltraTax CS. Once a custom statement is attached to a client, it cannot be removed in the current year.

To stop the custom statement from automatically attaching to all clients subsequently added to UltraTax CS and to all clients who do not already have the statement attached (that is, not opened since you set up the custom statement), complete these steps.

  1. Place the cursor in the input screen field to which the custom statement is attached.
  2. Select Edit > Custom Statements to open the Custom Statement dialog.
  3. From the drop-down list for the Select a format for this statement field, select none, then click OK.

Tip: Next year, before you proforma data from this year's version of UltraTax CS into next year's version, you can perform the steps above in the current-year application so that the custom statement does not proforma into next year's application.

To edit an existing custom statement, complete these steps.

The edits you make will appear in this custom statement for all clients, not just those subsequently added to the application and not just the open client.

  1. Place the cursor in the input screen field to which the custom statement is attached.
  2. Select Edit > Custom Statements to open the Custom Statement dialog.
  3. Make the appropriate changes, then click OK.

Share This