Tax & Accounting Blog

New Features in the Open Client Dialog

CS Tax & Asset Management Solutions January 11, 2016

Starting with the 2015 release of UltraTax CS, three icons may appear in the Open Client dialog’s Client ID column, representing that a client is UltraTax CS Password Protected Icon password protected, UltraTax CS Locked Icon locked by another user/program or UltraTax CS Discouraged From Opening Icon discouraged from being opened.

UltraTax CS Open Client Dialog

For More Information

The Discourage Access feature enables you to have UltraTax CS display a warning message when someone opens a client’s return after certain status events have occurred, such as transmitting the return for electronic filing. For more information on setting up discourage access events, see Limiting access to completed tax returns in the Help & How-To Center.