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Log status events for a single client

Complete the following steps to log status events for the open UltraTax CS client. You can sort client lists in the
Open Client
,
Select Clients to Print
,
Client Status
, and
Client Listing
 windows using logged status events. You can also generate a Client Status Report that will list the logged events for the selected client.
  1. Select
    File
    , then
    Open Client
    , and select the client you want to log status events for.
  2. Select
    Utilities
    , then
    Client Status
     to open the
    Client Status
     window.
  3. In the
    Log Event
     tab, select the
    Events
     from the list for one or more events you want to log for the current client. The event you select will appear in the
    Event History
     list along with the log date and time and the user who logged each event.
  4. Once you have logged all events for the current client, select
    Done
     to close the
    Client Status
     window.

This article applies to:

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