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

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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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