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 set preferences for columns in the status list based on the information you view most frequently in the Electronic Filing Status dialog.
To open this dialog, click the Electronic Filing Status button, and then click the Column Preferences button in the Electronic Filing Status dialog.
Fields & buttons
The Column Title column lists all of the columns available for viewing in the status list.
Click the Filter button to open the Enter filter criteria for [column] dialog. In this dialog, specify an Operator and an Operand to define the custom criteria. For example, to define a custom filter in the Return column to display all clients except clients who have Arizona state returns, enter Does not contain in the Operator field and enter AZ in the Operand field.
Use this column to specify a column as Primary to display the column on line 1 of the status list, as Secondary to display the column on line 2 of the status list, or as Hidden to remove the column from display in the status list.
Note: Click the plus sign next to a client in the status list to view Secondary columns.
Click this button to restore the default column preferences to the status list.