Review diagnostic messages

Select
Select
View
, then
Diagnostics
.
Use CTRL+D.

Tab sections on the

Diagnostics

window

Critical
: This tab shows urgent messages about missing data or significant issues that could mess up the return. Make sure to fix these before you file.
ELF Critical
: Here, you'll find messages that you need to clear up before you can file the return electronically. This tab only shows up if you're planning to file online.
Overrides
: If you've changed any preset values in the return, you'll see them listed here with details about what's been overridden. This tab only displays if there are overrides.
FYI
: This tab points out important things in the return that might not need action. To move these diagnostics to the acknowledged list, right-click a diagnostic and select
Acknowledge
. This tab also includes any force field that has data entry. To turn off specific FYI diagnostic messages, select
Setup
,
Office Configuration
, then the
Diagnostics
tab. These settings will transfer over each year.
Forms Approval
: If you're using a form that the tax authority hasn't officially approved yet, it will show up here. This tab only displays when you have such a form in your return.
Tickmarks
: This tab tracks forms or input screens with fields you've marked with a tick and shows any changes since you added the tick. It's only visible if you've used tick marks.
Watch
: This tab shows important numbers from your tax return that you might want to keep an eye on. If you freeze the tab, any changes to these numbers will show up in red, so you can easily spot them. You can also pick which numbers you want to watch by adding or removing fields.
To Do
: Here, you'll find a list of things you need to complete, like missing information and tasks related to events or other impromptu items. If you want to mark an impromptu task as acknowledged, select it, right-click, and select
Acknowledge
. If you need to make changes to a task, right-click the task and select
Edit To Do
.
Complexity
: Mark the
Display the Client Complexity factor
checkbox in the
Setup
menu under
User Preferences
and the
Misc
tab to see how complex your client's tax situation is. UltraTax CS calculates this complexity score based on the tax forms and schedules in the client's return. It uses default values, but you can change these by selecting
Setup
, the type of entity, then adjusting the Client Complexity.
Input Screen Overrules
: This tab lists any numbers on input screens that you've decided to override. UltraTax CS shows numbers you haven't acknowledged yet at the beginning of the list, with those you've already acknowledged following. This tab will only show up if there are overridden amounts in the current tax return.