Group View dialog (1120 Consolidated S and C Corporations)

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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.

Use the Group View dialog to review the member client data that is included in the input screen field total for the consolidated S or C Corporation client, or to adjust the input screen field total for the C Corporation consolidated client.

To open the Group View dialog, press F7 or click the Group View Group View button button next to the input screen field for which you want to review member clients' data or adjust the consolidated client's data.

Notes

  • If a value for a member client includes statement entries in that client's record, a Statement dialog Statement dialog button button appears in the Group View display next to the client's name. Click the Statement dialog button to view descriptions and amounts entered for the member client in the related statement dialog.
  • The Group View dialog is not available on multiple-unit input screens.

Fields & buttons

Shows the value recorded in each of the member client records for the related input screen field.

Note: If a value for a member client includes statement dialog entries in that client's record, a Statement dialog Statement dialog button button appears in the group view display next to the client's entry. Click the Statement dialog button to view amounts entered for the member client in the related statement dialog.

Enter the amount by which to adjust the input screen field total for the consolidated C Corporation client in this field.

Note: Changes to member clients' values cannot be made in the consolidated client, but need to be made in the member clients. When the consolidated client is reopened, the data reflects any changes made in the member clients.

Procedure for preparing C Corporation consolidated income tax returns.

Procedure for preparing S Corporation consolidated income tax returns.

This field shows the total value entered, including any adjustments, for the consolidated client. The value that appears in this field transfers to the input screen field from which the Group View dialog was opened.

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