Entering organizer due dates

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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.

UltraTax/1040 Client Organizer enables you to enter organizer due dates on a client-by-client basis or for all clients at once. 

Note: 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.

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