Tax & Accounting Blog

New User Preference Options

CS Tax & Asset Management Solutions February 8, 2016

We’ve been listening to your suggestions! Here are the new user preference options (as requested by UltraTax CS Ideas Community members) you’ll now find in the 2015 version of UltraTax CS®.

Disable Recent Client Buttons in the Toolbar

By default, UltraTax CS includes buttons on the toolbar to open the two most recently accessed clients. You can now disable those buttons to prevent them from being displayed in the UltraTax CS toolbar by clearing the Display the recent client buttons in the UltraTax CS toolbar checkbox in the Setup > User Preferences > Misc tab.

Entering Tickmarks in Form Statements

2015 UltraTax CS now has the ability to add tickmarks to statements while in the Forms view.

To add a tickmark to a statement while in Forms view, follow these steps:

  1. Press CTRL+F to access Forms view.
  2. Click the UltraTax CS View Forms button button for the desired statement dialog.
  3. In the statement dialog that appears, the tickmark behavior will follow the setup specified in Setup > User Preferences > Tickmarks.
    UltraTax CS View Statement Tickmarks dialog

For more information, see Entering tickmarks in our Help & How-To Center.

Share Your Suggestions in the UltraTax CS Ideas Community

The Ideas Community is a forum for customers to share practical ideas with other customers and to provide feedback and suggestions to our Development team. The community enables customers to enter new suggestions to improve UltraTax CS and to vote on suggestions added by other customers.

To access the Ideas Community from UltraTax CS, choose Help > UltraTax CS Ideas Community. You’ll need to register the first time you access the community in order to view others’ suggestions and to share your own.