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Client Complexity dialog
The Client Complexity Factor is a numeric value assigned to a client's tax return that represents the time and effort involved in preparing that return. This feature is designed to help you assess your firm's workload, and can be helpful in determining return preparation fees, assigning work to your staff, or in formulating staff schedules.
Use the Client Complexity dialog to define your own custom complexity values for specific returns, forms, and schedules. You can also set custom complexity values for other aspects of a client's tax return, such as the number of shareholders, partners, or assets included in the return. Note that UltraTax CS includes default values for all of these factors; this dialog is provided for you to override those defaults with your own custom values if you so desire.
To open this dialog, choose Setup then [Entity], select the Federal tab, and then select the Client Complexity button.
Fields & buttons
Returns & Products tab
Federal returns list
The Federal returns list contains the various tax returns that you can process with the current federal application. By default, each return has a complexity value associated with it; you can enter the desired number in the Value column to customize it.
Specially counted group box
Use the fields in this group box to enter customized complexity values for items in the return such as the number of assets or the number of partners in a partnership.
State returns list
The State returns list contains the state, city, and personal property returns that are associated with the current entity. By default, each return has a complexity value associated with it; you can enter the desired number in the Value column to customize it.
Print Report button
Select this button to print a report containing the complexity values for all federal, state, city, and personal property returns, as well as the federal input screens.
Restore Default button
Select this button and choose either
CS Default Complexity
& (to erase any customized complexity values that you have entered in this dialog and return to the default complexity values included in UltraTax CS), or choose Prior Year Complexity
& (to revert to the customized complexity values you entered in the prior-year application).Federal Input Screens tab
Federal input screens list
Use this tab to enter custom complexity values for the input screens contained in the current federal application. By default, UltraTax CS includes complexity values for many input screens, but you can use the
Value
, Per Unit Value
, and Maximum Value
fields to enter your own complexity values for each screen.This article applies to:
- Product: UltraTax CS