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Add or edit links to client-specific resources

You can use the
Client External Documents
 window to add links to resources that are specific to a certain client. Those links are accessible whenever the client's return is open in UltraTax CS, and can include websites, documents, or other files or folders on your local drive or network, or documents that are stored in FileCabinet CS (if licensed).
Do the following to add or edit links to client-specific resources.
  1. Open the client's return in UltraTax CS.
  2. You can select
    Edit
    ,
    Client External Documents
    , 
    Add/Edit Links
    , or select the
    Client Properties
     dropdown then select
    Client External Documents
    . The sub-menu lists the existing links that were previously entered for this client. Select
    Add/Edit Links
     to create new links or modify existing links.
  3. In the
    Client External Documents
     window, you can do the following:
    • To create a new link, select an empty row on the list and enter the description, link type, and location in the fields provided. To go to a file on your network or local drive or to specify a document in FileCabinet CS, select
      Browse
       Browse button.
    • To include Microsoft Excel spreadsheets, Microsoft Word documents, and Adobe PDFs as attachments to your client's Web Client Organizer, mark the
      Web Organizer
       checkbox.
    • To group links in categories, hold
      Ctrl
       and select the links that you want to group together, then select
      Group Selected
      . You can use the arrows to move the links into and out of existing groups as well.
    • To delete a link or a link group, select the item in the list and select
      Delete Selected
      . Deleting a link group won't delete the links within that group.
    • To make the links available in next year's application when you proforma the client's data, mark the
      Proforma
       checkbox.
    • To change the order the links are listed in, select the up and down arrows.
  4. Select
    OK
     to close the
    Client External Documents
     window. The new links are now available when you select
    Edit
     then
    Client External Documents
    .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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