Add or remove due dates for
Organizers

Before you send out Individual or Business
Organizers
, you can add or remove due date requirements for your clients to follow.

All
Organizers
by entity

To add global entity due dates:
  1. Open the
    Setup
    menu then select your entity.
  2. Open the
    Organizer
    tab.
  3. Mark the
    Due Date to return completed Organizer
    field and choose a due date.
  4. Select
    OK
    .
To remove the due date, repeat these steps and clear the due date field.

Individual Organizer
by client

To add due dates:
  1. Open the client's file and select
    View
    then
    Client Organizer
    .
  2. Select the
    General
    folder and open the
    Contact
    tab.
  3. Add the
    Due date for taxpayer to return completed client organizer
    in the
    Client Organizer
    and
    Proforma Options
    sections.
To remove the due date, repeat these steps and clear the due date fields.

Business Organizer
by client

To add due dates:
  1. Open the client's file and select the
    Organizer
    folder.
  2. Add the
    Due date to return completed organizer
    in the
    Organizer Options
    section.
To remove the due date, repeat these steps and clear the due date field.
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