Setting up ticklers for scheduled status events

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You can have UltraTax CS remind you when scheduled status events are coming up by setting ticklers to notify you of the upcoming event. You can also choose to have UltraTax CS provide notification of upcoming events when you first open the application.

Note: Before you can set up ticklers, you must first define the firm-wide status events using the Setup > Office Configuration > Status tab.

  1. From the Setup menu, choose User Preferences.
  2. Click the Tickler tab in the User Preferences dialog.
  3. In the Events requiring notification list, mark the box next to those events for which you want to receive notification.
  4. Select the desired preparer, reviewer, or staff member from the Preparer/reviewer/staff drop-down list. UltraTax CS will restrict the status events of which it reminds you to those clients who have this preparer assigned.

    Note: The Preparer/Reviewer/Staff list will contain only those preparers for which you've entered information under Setup > Office Configuration > Preparers tab or Staff tab based on the default office selected in the the Setup > User Preferences > My Settings tab.

  5. Using the Limit notification to events… field, specify the amount of forewarning you want to receive for the selected events. For example, to be reminded three days before a selected event, enter a 3 in this field.
  6. To be reminded of upcoming events whenever you start UltraTax CS, mark the Tickle me when I start UltraTax CS checkbox.
  7. Click OK.

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