Entering organizer appointment dates and printing the appointment custom paragraph

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Entering organizer appointment dates

To enter an organizer appointment date, click the Contact tab, located in the General folder. Enter the appointment dates in the Appointment date, time, and duration fields on Screen Contact.

Notes

Printing the appointment custom paragraph

To print the Appointment custom paragraph in the client organizer cover letter for any client for whom you want to include appointment information, enter the appropriate information in the Appointment date, time, and duration fields in the Organizer Screen Contact in the General folder. UltraTax CS automatically prints appointment information in the cover letter when the corresponding fields have data. Data entry fields are also available for next year's appointment information, and the information you enter will proforma to next year's version of UltraTax CS.

Share This