Tax & Accounting Blog

New Client Analysis Report Adds Value to Your Services

CS Tax & Asset Management Solutions February 10, 2015

A new feature of UltraTax CS 2014, the Client Analysis Reports, will help you identify clients who present your firm with possible tax planning opportunities – or other services that are part of the preparer/client relationship. 

The Client Analysis Report provides the preparer with helpful tax planning tools and analysis based on the data entered in the client return. The Client Analysis diagnostics tab (accessed by choosing View > Diagnostics > Client Analysis) displays noteworthy planning and analysis items, and allows preparers to acknowledge items, or select items to be redirected to the applicable input screen. 

To enable these new features: 

  • Choose Setup > 1040 Individual.
  • Click the Federal tab.
  • Select the Other Return Options button.
  • Click the Other tab.
  • Click the Analysis Options button, then select the desired options.