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Informing your clients of items you need to complete their return

If a client's return has missing data (signified by blue chevrons) or if you added Impromptu To Do items to an input screen for a client, you can send the client an email message that lists information that they need to submit to your firm. The Select Missing Data for Client Email dialog enables you to review missing data and Impromptu To Do items, and enables you to select the information that you want to include in an email message to your client.
  1. Open a client's return and choose File then Email re: Missing Data to open Select Missing Data for Client Email dialog.
  2. View the missing data and Impromptu To Do items listed for the client. You can select the Collapse All and Expand All buttons to see a summary or detailed version of the items.
  3. Mark the checkbox next to each item that you want to include in an email message to your client.
  4. If applicable, mark the
    Firm
    ,
    Preparer
     or
    Staff
     checkbox to send an blind copy of the email message to your firm, a preparer, or a staff member.
  5. Select the Continue button when you are ready to send an email message to your client.

This article applies to:

  • Product: UltraTax CS, UltraTax CS
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