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Open Client dialog (Summary)

Use this dialog to select the client for whom you want to enter tax data.
To open this dialog, select the Open Client button, choose File then Open Client, press CTRL+O, or choose the Family button.

Fields & buttons

Use the drop-down list to select the data location containing the client data you want to open. Note that you must add a data location in the Setup, System Configuration, then Data Locations tab before you can select it here.
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.
This pane lists all clients who meet the criteria designated in the Focus group box. Highlight the client whose return you want to process and select the Open button.
To sort the client list by client ID, name, entity type, status event, or complexity value, select the word appropriate column heading in the title bar of the list pane. To view a detailed list of the values that make up the client's complexity rating, select the underlined number in the Complex column.

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.
Choose a month from this drop-down list to restrict the list of clients whose returns have the selected month as their year-end.
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Select this button to change the selection in the adjacent field.

Other buttons

Select this button to expand this dialog and see more information about the currently highlighted client.

This article applies to:

  • Product: UltraTax CS
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