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Data Entry Display dialog

Use this dialog to configure the order and visibility of data entry folders and input screens. Hiding infrequently used folders and input screens will help reduce the clutter during data entry. Screens that are hidden using this dialog can still be easily selected for use while a client's return is open.
To open this dialog, choose Setup, <Product Name>, select the Input Screens button, and choose Data Entry Display in one of the tabs in the Product Information dialog. For example, if you open this dialog via the 1040 Federal tab, you are changing the data entry display for all 1040 federal clients.
Video: Customizing input screens and folders
(approx. 3 minutes)

Fields & buttons

This list contains the folders and input screens for the current entity. To sort the list by the folder or screen ID, description, or display condition, select the appropriate column heading at the top of the list. To select multiple folders and/or input screens, hold SHIFT or CTRL and select the desired items.
Use the options in this group box to set the display condition for the folders or input screens highlighted in the adjacent list.
Folder:
  • Select the
    Always
     option to show the selected folders regardless of the presence of data.
  • Select the
    If data on any input screen
     option to hide the folder until data is entered on one of the input screens contained in the folder.
Input screen:
  • Select the
    Always, when folder present
     option to show the selected input screens whenever the folder that contains them is visible.
  • Select the
    If data
     option to show the selected input screens only if data has been entered on them.
Use these buttons to modify the order in which folders or input screens are displayed for all clients of the current entity.
Select this button to open a preview of the highlighted input screen.
Select this button to print the Data Entry Display Report, which lists the folders and input screens for the current entity and the display conditions you have set for each item.
Select this button to set the display condition to "if data" for all input screens.
Select this button to reset the default display conditions for all folders and input screens to "Always,", or to restore the customized display conditions from your settings in the prior-year application (if applicable).

This article applies to:

  • Product: UltraTax CS
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