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Log status events for multiple clients

Complete the following steps to log status events for multiple UltraTax CS clients simultaneously. 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 1 or more selected clients.
  1. Select
    Utilities
    , then
    Client Status
     to open the
    Client Status
     window.
  2. Go to the
    Log Multiple Clients
     tab.
  3. In the
    Clients available to select
     pane, select the clients you want to log status events for, and choose
    Select
     to move the clients to the
    Clients selected
     pane.
  4. From the
    Event
     dropdown, select the event you want to log for the selected clients.
  5. Change the date and/or time using the
    Date
     and/or
    Time
     fields.
  6. Select
    Log Now
     to log the selected event for the selected clients.
  7. 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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