Tax & Accounting Blog

Tickmark Functionality Added to Statements in Forms View

CS Tax & Asset Management Solutions January 13, 2016

2015 UltraTax CS now enables you to add tickmarks to statements while in Forms view.

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

  1. With a client’s return open, press CTRL+F to open Forms view.
  2. Click the Statement UltraTax CS View Statement Button button.
  3. In the statement dialog, the tickmark behavior will follow the settings specified in the Setup > User Preferences > Tickmarks tab.

UltraTax CS Statement Tickmarks Dialog

For More Information

For details about adding tickmarks on input screens or forms, see Entering tickmarks in the Help & How-To Center.