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Assess the complexity of a client's return
The client complexity factor is a numeric value that represents the approximate time and effort involved in preparing a client's tax return.
This value is assigned to each UltraTax CS client, and is automatically calculated by UltraTax CS based on the complexity of the federal forms and schedules that make up that return.
The complexity value also includes other details such as the number of assets, number of partners or shareholders, rent and royalty properties, and so on. UltraTax CS assigns default values to these factors but you can assign your own values instead of the defaults.
This feature can help you analyze a specific client's return and can help you assess your client base as a whole. This information may be useful as you assign work to employees, create schedules, or determine return preparation fees.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual, 1120 Corporation