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Add user-defined events

User-defined status events are events that you create and use to record the progress of a return or schedule upcoming tasks.
Follow these steps to add a user-defined event.
  1. From the
    Setup
     menu, select
    Office Configuration
    .
  2. Select the
    Status
     tab in the
    Office Configuration
     window.
  3. Select
    Add
     and enter the title, for example,
    ELF Signature Returned
    , of the event you want to add.
  4. Select
    Enter
    .
For example, if you want to locate clients who have returned their signed Form 8879 to the office, but whose returns haven't yet been electronically filed:
  1. In the
    Detail
     tab, select
    Options
    . By default, only user-defined events are displayed in the
    Detail
     tab.
  2. In the User-defined events list, mark only the
    ELF Signature Returned
     checkbox.
  3. In the UltraTax CS events list, expand
    ELF Events
     and mark the
    ELF file transmitted to CS
     checkbox.
  4. Mark the
    Time status event was logged
     and
    Who logged the status event
     checkboxes, and select
    OK
    .
  5. Select the
    ELF Signature Returned
     column heading to sort the client list. You can also see the date, time, and staff person.

This article applies to:

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