Practice CS: Setting up completion and extension events on projects and tasks

Alerts and notices

You can use UltraTax CS status events to automatically complete or extend Practice CS projects or tasks.

Setup in UltraTax CS

Any user-defined status event can be used as a completion or extension event. You can choose an existing UltraTax status event as the completion/extension event or create a new event for this purpose. There is no setting in UltraTax CS to designate the completion or extension event, but you do need to have an event created in UltraTax before continuing with the setup in Practice CS.

  1. In UltraTax CS, choose Setup > Office Configuration > Status tab. If there is an event in the list that you want to use as the completion/extension event, no further action is necessary.
  2. If you want to add a new event to use as the completion/extension event, click the Add button.
  3. Enter a name for the event in the Event field. The options underneath the event name have no effect on this setup and are entirely optional.
  4. Click the Enter button to create the event.
  5. Click the Done button to exit the Office Configuration dialog.

Setup in Practice CS

Choose Setup > Firm > Preferences tab and mark Integrate this firm with other solutions.

You must assign a completion/extension event to the current client project or task. If you want the completion/extension event to be assigned to future generations of the project or task, you will also need to add it to the template.

Important notes:

  • Extension events can only be added to projects, not to tasks. This is because tasks cannot be extended.
  • Extension events cannot be added to projects that do not have extensions. If you try to choose an extension event without an extension, you will receive this message: "You must add an extension to this Project, or else it can not be extended from UltraTax CS." To add an extension to a project, see Extending a project due date
  • You cannot add a completion or extension event unless the Solution is set to UltraTax CS. For more information on project solutions, see Practice CS: Setting a solution for a project or task
  • You can use the same completion or extension event for multiple projects/tasks, but if a client has two projects/tasks with the same completion or extension event, only one project/task will be completed/extended. For example, if you have a "Return completed" event that you use for all your tax return projects, a client with both a 1040 and 1065 project would only have one project completed automatically. The other project would have to be manually completed. 

Add to current project or task

  1. Choose Actions > Manage Projects.
  2. Choose either the Projects tab or the Tasks tab. The steps below reference projects, but if you choose the Tasks tab, replace "Project" with "Task" in the steps.
  3. Create a filter:
    1. Filter by Project Template ID or Project Template Description.
    2. Set the Method to is in the list.
    3. Click the ellipsis button and choose the projects you want to assign the event to.
    4. Click OK.
  4. Your list of projects will now be filtered. Single-click the first project in the list to highlight it.
  5. Scroll to the bottom of the list of projects.
  6. Press and hold the SHIFT key and single-click the last project in the list. All the projects should now be highlighted. If they are not, repeat steps 3-5.
  7. Right-click the highlighted projects and choose Edit Selected Projects.
  8. Choose Change project information and click Next.
  9. Choose Solution as the field you would like to update and choose UltraTax CS as the solution.
  10. Choose a the completion event and/or extension event you want to assign to the project(s). You cannot assign an extension event to a task because tasks cannot be extended. If the event you want to assign is not listed, see Practice CS: How to populate the list of UltraTax CS completion events in a project template
  11. Click Finish.
  12. Click Yes to confirm the changes to multiple projects.

Add to project or task template

  1. Choose Setup > Templates > Projects.
  2. Highlight the project template you wish to change and click the Edit button.
  3. To change the project, click the Main tab. To change a task, click the Tasks tab, then double-click on the task you want to change.
  4. Click the Select solution drop-down menu and choose UltraTax CS.
  5. Use the Completion event and/or Extension event drop-down to assign an event. You cannot assign an extension event to a task because tasks cannot be extended. If the event you want to assign is not listed, see Practice CS: How to populate the list of UltraTax CS completion events in a project template

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