Client status events logged by UltraTax CS

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Click the following links to view the status events that are automatically logged by UltraTax CS.

General client events

  • Acquired PRP authorization
  • Added new client
  • Added state
  • Backed up client
  • Bypassed access warning
  • Client check-out was canceled
  • Client checked in
  • Client checked out
  • Client files deleted via Help > Repair
  • Client status information edited
  • Closed client
  • Changed entity
  • Changed fiscal year end
  • Created client from conversion data
  • Created client via Save As
  • Created client via split utility
  • Emailed client data
  • Sent email re: missing data
  • From FileCabinet CS
  • Opened client
  • Proforma'd
  • Renamed client
  • Re-proforma'd, retained PPT returns
  • Restored client
  • Sent client to file
  • Watch fields frozen
  • Watch fields unfrozen
  • Merged client data
  • Rebuilt data share
  • Version
  • Deleted state
  • Data Mining - Emailed Letter

Printing events

  • 9325 printed (Also an ELF event)
  • 9325 printed to FCS (Also an ELF event)
  • Extension printed
  • Extension printed to FCS
  • Input screens printed
  • Input screens printed to FCS
  • Organizer printed (Also an Org event)
  • Organizer printed to FCS (Also an Org event)
  • Return printed
  • Return printed to FCS
  • Tax return email sent
  • Tax return PDF created
  • Tax return Web created
  • Tax return Web sent

Import / export events

  • Accounting data imported
  • Data imported via datashare
  • Exported apportionment Info
  • Exported data to BNA
  • Exported data to Planner CS
  • Exported Partner Info
  • Exported Shareholder Info
  • Forwarded invoice to CS Practice products
  • Imported apportionment Info
  • Imported Partner Info
  • Statement data imported
  • Imported Shareholder Info
  • Imported Beneficiary Info
  • Imported Officer Info
  • Imported Contributor Info
  • Exported Beneficiary Info
  • Exported Officer Info
  • Exported Contributor Info

Organizer events

  • Organizer email sent
  • Organizer PDF created
  • Organizer printed (Also a printing event)
  • Organizer printed to FCS
  • Organizer Web created
  • Organizer Web retrieved
  • Organizer Web sent
  • Organizer Web - Print only created

Electronic filing events

  • 8879 Electronic Signature sent
  • 8879 Electronic Signature failed
  • 8879 Electronic Signature declined
  • 8879 Esigned
  • 9325 printed (Also a printing event)
  • 9325 printed to FCS (Also a printing event)
  • ELF ACK received, return accepted
  • ELF ACK received, return rejected
  • ELF file attachment added
  • ELF file attachment deleted
  • ELF file created
  • ELF file deleted
  • ELF file selected for transmission
  • ELF file transmitted to CS
  • ELF file de-selected for transmission
  • ELF 8865 file attachment added
  • ELF 8865 file attachment deleted
  • ELF acceptance emailed to client
  • ERO PIN data modified
  • ELF error(s) found, no e-file created
  • ELF document - signed
  • ELF extension file created
  • ELF extension file transmitted to CS
  • ELF extension file selected for transmission
  • ELF extension file de-selected for transmission
  • ELF extension file deleted
  • ELF extension ACK received, return accepted
  • ELF extension ACK received, return rejected
  • ELF extension error(s) found, no e-file created
  • ELF extension file attachment added
  • ELF extension file attachment deleted
  • ESigned
  • ERC file created
  • ERD file created
  • RAL file created
  • Tax refund application transmitted
  • Paper Filed
  • Paper filed extension
  • Paper signed and returned

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Related topics

Client status system overview

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