Client status events logged by UltraTax CS

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Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Click the following links to view the status events that are automatically logged by UltraTax CS.

  • Acquired PRP authorization
  • Added new client
  • Added state
  • Backed up client
  • Bypassed access warning
  • Client check-out was canceled
  • Client checked in
  • Client checked out
  • Client files deleted via Help > Repair
  • Client status information edited
  • Closed client
  • Changed entity
  • Changed fiscal year end
  • Created client from conversion data
  • Created client via Save As
  • Created client via split utility
  • Emailed client data
  • Sent email re: missing data
  • From FileCabinet CS
  • Opened client
  • Proforma'd
  • Renamed client
  • Re-proforma'd, retained PPT returns
  • Restored client
  • Sent client to file
  • Watch fields frozen
  • Watch fields unfrozen
  • Merged client data
  • Rebuilt data share
  • Version
  • Deleted state
  • Data Mining - Emailed Letter
  • 9325 printed (Also an ELF event)
  • 9325 printed to FCS (Also an ELF event)
  • Extension printed
  • Extension printed to FCS
  • Input screens printed
  • Input screens printed to FCS
  • Organizer printed (Also an Org event)
  • Organizer printed to FCS (Also an Org event)
  • Return printed
  • Return printed to FCS
  • Tax return email sent
  • Tax return PDF created
  • Tax return Web created
  • Tax return Web sent
  • Accounting data imported
  • Data imported via datashare
  • Exported apportionment Info
  • Exported data to BNA
  • Exported data to Planner CS
  • Exported Partner Info
  • Exported Shareholder Info
  • Forwarded invoice to CS Practice products
  • Imported apportionment Info
  • Imported Partner Info
  • Statement data imported
  • Imported Shareholder Info
  • Imported Beneficiary Info
  • Imported Officer Info
  • Imported Contributor Info
  • Exported Beneficiary Info
  • Exported Officer Info
  • Exported Contributor Info
  • Organizer email sent
  • Organizer PDF created
  • Organizer printed (Also a printing event)
  • Organizer printed to FCS
  • Organizer Web created
  • Organizer Web retrieved
  • Organizer Web sent
  • Organizer Web - Print only created
  • 8879 Electronic Signature sent
  • 8879 Electronic Signature failed
  • 8879 Electronic Signature declined
  • 8879 Esigned
  • 9325 printed (Also a printing event)
  • 9325 printed to FCS (Also a printing event)
  • ELF ACK received, return accepted
  • ELF ACK received, return rejected
  • ELF file attachment added
  • ELF file attachment deleted
  • ELF file created
  • ELF file deleted
  • ELF file selected for transmission
  • ELF file transmitted to CS
  • ELF file de-selected for transmission
  • ELF file transmitted, recall pending
  • ELF return recalled by user
  • ELF 8865 file attachment added
  • ELF 8865 file attachment deleted
  • ELF acceptance emailed to client
  • ERO PIN data modified
  • ELF error(s) found, no e-file created
  • ELF document - signed
  • ELF extension file created
  • ELF extension file transmitted to CS
  • ELF extension file selected for transmission
  • ELF extension file de-selected for transmission
  • ELF extension file deleted
  • ELF extension ACK received, return accepted
  • ELF extension ACK received, return rejected
  • ELF extension error(s) found, no e-file created
  • ELF extension return recalled by user
  • ELF extension file transmitted, recall pending
  • ELF extension file attachment added
  • ELF extension file attachment deleted
  • ESigned
  • ERC file created
  • ERD file created
  • RAL file created
  • Tax refund application transmitted
  • Paper Filed
  • Paper filed extension
  • Paper signed and returned

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