New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use the Misc tab to set various application options for this user. These options include displaying the Log Event dialog when the client is closed, improving UltraTax CS performance by allocating extra space on a local hard drive, setting the default font for field notes client notes, and attached text, and others.
To open this tab, choose Setup > User Preferences, then click the Misc tab.
Note: Highlight an option to see an explanation of that option in the box below the list.
Fields & buttons
Lists the available options. Mark and clear the checkboxes as desired. The box below provides a description of the currently highlighted option.
Notes
- The options set here apply only to this computer.
- Network Users: Marking the Improve performance using local drive checkbox opens the Local Drive dialog in which you can choose the local drive on which you want to dedicate space for the network version of UltraTax CS. Note that this option is not available if you are running UltraTax CS in a terminal server environment.
Displays a description of the currently highlighted option.
Note: The options set here apply only to this computer.
Use the drop-down lists to select the typeface and font size for field notes.
Use the drop-down lists to select the typeface and font size for attached text.
Use the drop-down lists to select the typeface and font size for client notes.
The Access via field displays the connection method that CS Connect uses to communicate with the servers at our secure data centers, as specified in the CS Connect Communications Setup dialog. To change the type of connection that CS Connect uses, click the Modify button and choose the appropriate options in the Connect Communications Setup dialog.
2018 UltraTax CS
