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Organizer setup and options

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.
note
If a global due date exists for organizers and a specific due date is given to an organizer, UltraTax CS will use the specific organizer due date.????
Jasmine needs help rephrasing this:
Original text: "If an organizer due date is entered in both Screen Contact and in the Setup > 1040 Individual > Organizer tab, UltraTax CS will use the due date entered on Screen Contact and not the global due date."

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.
    note
    If you also have a due date for all 1040 Organizers, the application uses the date you enter here.
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.
    note
    If you also have a global business entity due date, the application uses the date you enter here.
To remove the due date, repeat these steps and clear the due date field.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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