2018 UltraTax CS
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.
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 |
|---|---|
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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. |
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To switch to the tax input screens, click the Input Screen Data Entry button or press CTRL+I. |
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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.
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