Client Status System - Detail tab

The UltraTax CS client status system is a feature used to track the progress of your clients' returns while processing them during tax season. You can view the progress of all returns at a glance, create comprehensive reports listing detailed status information, identify and avoid delays in processing, and manage your firm's workflow more effectively.
Use the
Detail
tab to view all of the custom status events (both user-defined and UltraTax CS system events) that have been logged for all of your clients. You can sort the information on the window, print a detailed report, export the data to a spreadsheet, or open a client by double-clicking on the yellow folder to the left of the client ID.
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