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Rename Client dialog

Use this dialog to change a client's ID. After you select the client you want to rename and select the Rename button, UltraTax CS opens a dialog in which you can enter the client's new ID.
To open this dialog, choose File then Rename.

Fields & buttons

If you select the word Client ID or Name in the title bar of the list pane, you can enter the first few characters of the client ID or client name in this field to search for a particular client.
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client whose ID you want to rename and select the Rename button.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select this button to toggle between the most recent custom Focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.

Other buttons

After selecting the client whose ID you want to rename, select this button to open the dialog in which you can enter the client's new ID.

This article applies to:

  • Product: UltraTax CS
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