Open Client dialog (Detail)

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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.

Use this dialog to select the client for whom you want to enter tax data.

To open this dialog, click the Open Client Open Client button button, choose File > Open Client, or click the Family button.

Note: There are two versions of this dialog, one containing summary information and one containing detailed information. Which version appears depends on which version was last open.

  • To switch from the summary to the detailed version, click the Detail >> button.
  • To switch from the detailed to the summary version, click the << No Detail button.

Fields & buttons

Use the drop-down list to select the data location containing the client data you want to open. Note that you must add a data location in the Setup > System Configuration > Data Locations tab before you can select it here.

If you click the word Client ID or Name in the title bar of the list pane, you can enter the first few characters of the client ID or client name in this field to search for a particular client.

Client list header row

Lists all clients who meet the criteria designated in the Focus group box. Highlight the client whose return you want to process and click the Open button.

Tip: To sort the client list by client ID, name, entity type, status event, or complexity value, click the word appropriate column heading in the title bar of the list pane. To view a detailed list of the values that make up the client's complexity rating, click the underlined number in the Complex column.

Note: If the client's complexity rating is not displayed via the Complex column, mark the Display the Client Complexity factor checkbox in the Setup > User Preferences > Misc tab.

Client list header row

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.

Example: To include only 1040 clients in the list, clear all checkboxes except the 1040 checkbox.

Note: Mark the Other checkbox to include 990, 5500, 706, and 709 clients in the list.

Click this button to toggle between the most recent custom Custom focus button focus selection and the default Default focus button selection.

Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.

Choose a month from this drop-down list to restrict the list of clients whose returns have the selected month as their year-end.

This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, click the Modify button to open the Modify Event Focus dialog.

Click this button to change the selection in the adjacent field.

Other buttons

Click this button to return to the summary version of this dialog.

Note: Once opened, the summary version of this dialog appears every time you choose File > Open Client until you click the Detail >> button to return to the detailed version.

Client group box

Displays the name of the client.

Note: To change this information, open the client and change the names in the Name, First Name, and/or Last Name fields in the first federal input screen.

Displays the name of the preparer assigned to this client.

Tip: To change the assigned preparer, open the client, choose File > Client Properties, and select a different preparer from the drop-down list for the Preparer field. You can also assign groups of clients to preparers using the Utilities > Reassign Clients dialog.

Displays the name of the reviewer assigned to this client.

Tip: To change the assigned preparer, open the client, choose File > Client Properties, and select a different reviewer from the drop-down list for the Reviewer field. You can also assign groups of clients to reviewers using the Utilities > Reassign Clients dialog.

Displays the name of the staff member assigned to this client.

Tip: To change the assigned staff member, open the client, choose File > Client Properties, and select a different staff member from the drop-down list for the Staff field. You can also assign groups of clients to staff members using the Utilities > Reassign Clients dialog.

The current status of the selected client is displayed here.

This checkbox is marked if the client's data is password protected.

Displays the date the tax return was last printed.

Federal information group box

Displays the client's federal entity type.

This checkbox is marked if the client's federal return is to be electronically filed.

Displays the client's federal fiscal year-end date. You can change this information in the client's General Information input screen.

Displays the date the federal tax return is due based on fiscal year-end and extension information.

Displays the federal per-return-pricing authorization code, if applicable.

Notes

  • If you received the PRP code via CS Connect, it displays automatically in the Client Properties dialog (when modifying an existing client) the next time the client is opened.
  • If you called Customer Service at 800.968.0600 to receive the PRP code, you will incur a small fee and you must manually enter the code in the New Client dialog or in the Client Properties dialog.

State tabs (if applicable)

Displays the client's state entity type.

Note: This field is available only if a state product has been added to the client. To do so, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.

This checkbox is marked if the client's state return is to be electronically filed.

Note: This field is available only if a state product has been added to the client. To do so, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.

Displays the date the state tax return is due based on fiscal year-end and extension information.

Note: This field is available only if a state product has been added to the client. To do so, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.

Displays the state per-return-pricing authorization code if you entered one for the client.

Notes

  • This field is available only if a state product has been added to the client. To do so, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.
  • If you received the PRP code via CS Connect, it displays automatically in the New Client dialog (when adding the client) or the Client Properties dialog (when modifying an existing client) the next time the client is opened.
  • If you called Customer Service at 800-968-0600 to receive the PRP code, you will incur a small fee and you must manually enter the code in the New Client dialog or in the Client Properties dialog.

Displays the client's other return entity type.

Note: This field is available only if you added a state product to the client's return, and if you marked the checkbox for one or more of the returns listed in the state tab's Other return(s) group box. To add a state product to the client's return, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.

This checkbox is marked if the client's other return is to be electronically filed.

Note: This field is available only if you added a state product to the client's return, and if you marked the checkbox for one or more of the returns listed in the state tab's Other return(s) group box. To add a state product to the client's return, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.

Displays the date the other tax return is due based on fiscal year-end and extension information.

Note: This field is available only if you added a state product to the client's return, and if you marked the checkbox for one or more of the returns listed in the state tab's Other return(s) group box. To add a state product to the client's return, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog..

Displays the other return per-return-pricing authorization code, if applicable.

Notes

  • This field is available only if you added a state product to the client's return, and if you marked the checkbox for one or more of the returns listed in the state tab's Other return(s) group box. To add a state product to the client's return, click the Add State(s) button in the File > New Client dialog or the File > Client Properties dialog.
  • If you received the PRP code via CS Connect, it displays automatically in the New Client dialog (when adding the client) or the Client Properties dialog (when modifying an existing client) the next time the client is opened.
  • If you called Customer Service at 800-968-0600 to receive the PRP code, you will incur a small fee and you must manually enter the code in the New Client dialog or in the Client Properties dialog.

Related topics

Opening a client's return

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