Defining firm-wide status events

Alerts and notices

You can use the UltraTax CS client status system to create customized status events that are shared throughout your office.

Defining office-wide status events

Use this procedure to define up to 50 status events for use in tracking the progress of your clients during processing. These are office-wide events that can be used for all clients.

  1. From the Setup menu, choose Office Configuration.

    Note: Depending on your security configuration, you might be required to enter the master password and click OK before you can proceed.

  2. Click the Status tab in the Office Configuration dialog.
  3. Click the Add button and enter the title of the event you want to add. (For example, "Returned Organizer," "Interviewed," "Completed," and so on.)

    Note: Custom status events must be unique. You cannot add an event that is identical to an existing UltraTax CS status event.

  4. Click the Enter button.

Repeat this procedure for each of the events you want to add. Note that you can enter a maximum of 50 client status events.

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