Client Complexity Calculation dialog

This dialog displays the individual values that make up a client's overall complexity rating. Each tax return, input screen, or other item is assigned a default value by UltraTax CS; the sum total of those values is the client's complexity rating. To customize these values, choose Setup then [Entity], select the Federal tab, and then choose the Client Complexity button.
To open this dialog, either select a client's complexity rating in the Complex column of the Open Client dialog, or select a client's complexity rating in the Client Profiles tab of the UltraTax CS Home Page.

Fields & buttons

This list displays complexity values of each tax return, input screen, and other item (such as assets, partners, or beneficiaries) that make up the client's overall complexity value. UltraTax CS includes default complexity values for each of these items, but you can customize the values. To do so, choose Setup then [Entity], select the Federal tab, and then choose the Client Complexity button.
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