Tickler tab

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

Use this tab to determine the status events of which you receive notification (via the Today's Ticklers tab on the Client Status dialog) and to configure other Tickler settings.

Note: The settings on this dialog apply to all clients.

To open this tab, either choose Setup > User Preferences and click the Tickler tab or click the Reset Tickler Parameters button on the Utilities > Client Status > Today's Ticklers tab.

Fields & buttons

Lists the status events that were defined using Setup > Office Configuration > Status tab. Mark the boxes next to the events of which you want to be notified. If they meet the other criteria on this tab, UltraTax CS will notify you via the Utilities > Client Status > Today's Ticklers tab of the marked event(s) on the days they are scheduled for completion.

Select the desired preparer, reviewer, or staff member from the drop-down list. UltraTax CS will notify you of all scheduled status events that meet the criteria defined on this dialog for all clients assigned to the selected preparer, reviewer, or staff member.

Specify a number of days (up to 99) in this field. UltraTax CS will notify you of all events that are scheduled for completion within the selected number of days and that meet the other criteria defined on this dialog.

Mark this checkbox if you want UltraTax CS to open the Client Status dialog when you start the application.

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