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Schedule client status events

Do the following steps to schedule status events for UltraTax CS clients. UltraTax CS will remind you of a scheduled status event if it meets the criteria designated in the
Setup
,
User Preferences
, then the
Tickler
 tab.
  1. Select
    Utilities
    , then
    Client Status
     to open the
    Client Status
     window.
  2. Select the
    Schedule Event
     tab.
  3. In the client list, select the client you want to schedule the status event for.
  4. In the
    Event
     list, select
    Add
    .
  5. Select a status event for the client from the
    Event
     dropdown. Enter the date, time, and duration for the event. You may also enter a comment regarding the scheduled event.
  6. Select
    Enter
     to add the scheduled event to the calendar.
  7. Repeat steps 4–6 to schedule additional events for the highlighted client, or repeat steps 3–6 to schedule events for other clients.
  8. Select
    Done
     to close the
    Client Status
     window.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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