Client Returns

The Client Returns feature provides an enhanced experience for viewing and interacting with client return data.
You can access
Client Returns
directly from your UltraTax homepage. Similar to Client Profiles in the UltraTax CS desktop application, Client Returns presents a compilation of vital client-specific information in a modern web interface, including:
  • Expanded search, sort, and filter options
  • Customizable display settings
Client Returns uses a data synchronization process. To enable this, mark the
Sync client to ultratax.com on proforma
checkbox in the
Options
section of the
Proforma
window. The system tracks and reports the sync status automatically. Additionally, the cloud updates whenever you close a client's file in the desktop application.
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