Tax & Accounting Blog

New Feature – Open Clients in Multiple Years of UltraTax CS

CS Tax & Asset Management Solutions November 27, 2013

The read-only mode in 2012 and 2013 UltraTax CS has been enhanced to allow read-only access to any client that is open or checked out in the prior-year version of UltraTax CS. This feature will allow you to open any client for read-only access in 2012 or 2013 UltraTax CS, when that client is also opened in a prior-year of UltraTax CS. 

In order to open clients in multiple years, you must first use the client status system to limit access to a client’s return in 2012 or 2013 UltraTax CS. This limited access includes a read-only mode that enables staff members to open a return without editing privileges, ensuring that completed tax returns cannot be changed by users or recalculated by the application. 

To open returns in read-only view, you must configure a discourage access status event, log that event for the applicable client, and then choose the View client input screen data in read-only mode in the Warning – Status System dialog. Review the following article on our Help & How-To Center for the steps outlining this process: Opening completed tax returns in read-only view

More Info?

For more info on enhancements in 2013 UltraTax CS, refer to User Bulletin UT-13.1.0, dated November 25, 2013. User Bulletins are accessible in UltraTax CS under Help > Bulletins

Remember to also search our Help & How-To Center for product-related questions. You can access the Help & How-To Center directly from UltraTax CS by holding your CTRL key plus the letter Y. You may also click the Help button UltraTax CS toolbar help from the toolbar of UltraTax CS.