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View client complexity information

UltraTax CS displays the Client Complexity Factor in several locations, including the
Client Profiles
 section of the UltraTax CS home page, the
Open Client
 window, and in the
General Client Information
 report.
  1. In the
    Open Client
     window, each client's complexity rating is displayed in the
    Complex
     column. To see a detailed explanation of a client's complexity rating, highlight that client and select the number displayed in the
    Complex
     column to open the
    Client Complexity Calculation
     window.
  2. In the
    Client Profiles
     section of the UltraTax CS home page, the
    Clients
     list displays each client's complexity rating in the
    Complex
     column. To see a detailed explanation of a client's complexity rating, highlight that client and select the number displayed in the
    Complex
     column to open the
    Client Complexity Calculation
     window.
  3. The
    General Client Information
     report also displays each client's complexity rating in the
    Complexity
     column. To create this report, select
    Utilities
    , then
    Client Listing Reports
    , then the
    General Client Information
     option, then
    Continue
    , and then select the clients to include in the report. You can preview the report in UltraTax CS, print it on paper, export it to a file, or send it to FileCabinet CS.
  4. The
    Diagnostics
     list contains a
    Complexity
     tab listing the complexity values for all forms and schedules included in the open client's return. To open this list, use CTRL+D or select
    View
    , then
    Diagnostics
     with a client open in UltraTax CS.

This article applies to:

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