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.
This dialog automatically opens if:
- warnings were previously set for certain status events using the Discourage Access dialog, and
- you attempt to open a client who has had one of those events logged (either as the latest event or at any time this tax year, depending on your specifications in the Discourage Access dialog).
Open the client by doing one of the following.
- Proceed despite the warning and open the return normally.
- Open the return in read-only view with all input screen fields locked.
- Duplicate the client's return and create a new client with the same information.
- Open the client's return in FileCabinet CS it was previously stored in that application.
Note: You can mark the Reason for opening client despite warning checkbox then click the Open Client for Editing button to enter a brief note regarding this action in the Bypass Warning Reason - Status System dialog. Notes entered in the Bypass Warning Reason dialog will be included in the client's status history; to view this history, click the down arrow next to the Client Status button in the toolbar.
Fields & buttons
Open completed client for editing
Reason for opening client despite warning
Open completed client in read-only mode preventing all updates
Replicate client with cleared status events
Treat replicated client as temporary; delete it upon closing
Access tax return in FileCabinet CS
Related topics
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