Discourage Access dialog

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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.

Use this dialog to configure warnings for specified status events that can limit staff members' access to completed tax returns. After you set a warning for a status event, UltraTax CS displays the Warning - Status System dialog when a staff member opens a client for whom that event has been logged (either at any time or as the most recent event, depending on your settings). You can also configure the warning prompt to require users to enter the master password (if you enabled standard security settings) or to have specific security permissions (if you enabled advanced security settings).

To open this dialog, click the Discourage Access button on the Setup > Office Configuration > Status tab.

Fields & buttons

This list contains the user-defined status events that you set up using the Office Configuration > Status tab. Mark the checkbox for any event to attach a warning to that event. Once you set a warning for a status event, UltraTax CS displays a warning dialog when you open a client for whom that event has been logged (either at any time or as the most recent event, depending on the options you select on this dialog).

Mark one of these options to specify when UltraTax CS displays the Warning - Status System dialog for the events marked in the User-defined events list.

  • Marking The most recently logged event option will cause UltraTax CS to display the Warning - Status System dialog when a marked event is the latest event logged for a client.
  • Marking the Logged anytime option will cause UltraTax CS to display the warning dialog any time a marked event is logged for a client.

Mark this checkbox to require that the user either enter the master password (if using standard security) or have the "open client restricted by discourage access" privilege (if using advanced security) to bypass the Warning - Status System dialog.

This list contains all pre-defined UltraTax status events. Mark the checkbox for any event to attach a warning to that event. Once you set a warning for a status event, UltraTax CS displays a warning dialog when you open a client for whom that event has been logged.

Notes

  • UltraTax CS will automatically mark the Client checked out status event and disable the checkbox. Whenever a client is checked out and another user attempts to open that client's data, the Warning - Status System dialog will appear to inform that user that the client is currently checked out. If a checked-out client is opened despite the warning, UltraTax CS will cancel the checkout.
  • UltraTax CS will automatically mark the ELF file created status event. You can clear this checkbox if you prefer not to be notified when you are opening a client whose electronic file was already created.

Mark this checkbox to have UltraTax CS mark the Open completed client for editing option on the Warning - Status System dialog by default, rather than the View client input screen data in read-only mode option.

Mark this checkbox to require the staff member opening the completed return to enter a reason for doing so in the Bypass Warning Reason dialog.

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