Removing "Due date for taxpayer to return completed client organizer"

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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.

To delete or clear out the date for the "Due date for taxpayer to return completed client organizer," perform the following steps.

  1. In UltraTax CS, choose Setup > 1040 Individual > Organizer.
  2. Highlight the month in the Due date for taxpayer to return completed client organizer drop-down list.
  3. Press DELETE to remove to date.
  4. Next, press TAB.
  5. The date will then be removed from the fieldview. Click OK.

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