Switching between tax and organizer data entry

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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.

If you are not using the Begin 1040 data entry on Organizer input screens option, UltraTax/1040 displays the tax input screens the first time you open a 1040 client. Note that you can switch between organizer data entry and tax data entry at any time using the methods described below.

Button Function
Client Organizer Data Entry button To switch to organizer data entry while you have a 1040 client open, click the Client Organizer Data Entry button, press CTRL+R or right-click your mouse and choose Client Organizer from the context menu.
Input Screen Data Entry button To switch to the tax input screens, click the Input Screen Data Entry button or press CTRL+I.
Form View button

To switch to form view, click the Form View button or press CTRL+F or right-click your mouse and choose Switch to Form from the context menu.

To switch to the Return Summary, you can either click the drop-down arrow next to the Form View button and select it or press CTRL+Q.

Tip: You can switch to organizer data entry by right-clicking anywhere on an input screen and choosing Client Organizer from the context menu.

Related topics

Entering organizer data

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