New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use this dialog to select the client for whom you want to enter tax data.
To open this dialog, click the Open Client button, choose File > Open Client, press CTRL+O, 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.
Note: If you change a data location while another client is open, you will be prompted to close the open client prior to switching data locations.
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.
This pane 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.
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 focus selection and the default 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
Related topics
Opening a client's return