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Client status system overview

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.

Client status events

The status system uses occurrences or milestones in the tax preparation progress called
status events
. The following are some common examples of status events.
These events fall into 2 categories: user-defined status events and UltraTax CS status events.
  • UltraTax CS status events
     are events that are recorded automatically by UltraTax CS, such as client proforma'd, printed return, backed up client, restored client, and so on. UltraTax CS will automatically record approximately 90 different events.
  • User-defined status events
     are events that you create (using the
    Setup
    ,
    Office Configuration
    , then the
    Status
     tab) and use to record the progress of a return or schedule upcoming tasks using the
    Utilities
    , then
    Client Status
     window. Some examples of possible user-defined status events are "client interviewed," "applied for extension," or "return completed." You can define up to 50 custom status events.

Update the status of returns

The status of your clients' returns is updated both by UltraTax CS (which automatically records events defined by the application) and by your firm, using the custom status events created on the
Status
 tab on the
Office Configuration
 window. You can record (or "log") changes in the status of your clients' returns using the
Log Event
 tab, or log status events for several clients at once using the
Log Multiple Clients
 tab.
To view the status of your clients' returns, select
Client Profiles
 on the UltraTax CS homepage, or select
Utilities
,
Client Status
, then select the
At a Glance
 tab or the
Detail
 tab.

Identify clients with specific status events

With Data Mining, you can create searches that will identify clients for whom a specific status event was logged or for whom a specific status event wasn't logged.

Complete Practice CS tasks and projects with status events

If your firm is licensed for the Practice CS Project Management module, you can signal completion of a project or task in Practice CS when you log a user-defined status event for a client in UltraTax CS. To take advantage of this feature, you'll need to enable integration in Practice CS and UltraTax CS. In addition, you'll need to select the current version of UltraTax CS as the solution and the UltraTax CS status event as the completion event for tasks and projects in Practice CS.

This article applies to:

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