You can use UltraTax CS status events to automatically complete or extend Practice CS projects or tasks.

Setup

1. Setup Practice CS and UltraTax CS for integration and data sharing.
2. In UltraTax CS, create a completion or extension event.
   1. Choose Setup, then Office Configuration.
   2. In the Status tab, see if there is an event in the list that you want to use as the completion/extension event, if there is, no further action is necessary.
   3. If you want to add a new event to use as the completion/extension event, click the Add button.
   4. Enter a name for the event in the Event field. Select the options as necessary. 
   5. Select Enter.
   6. Select Done.
3. In Practice CS, choose Setup, then Firm.
4. In the Preferences tab mark, Integrate this firm with other solutions. 

Add events to current project or task

1. Choose Actions, then Manage Projects.
2. Select either the Projects tab or the Tasks tab. The steps below reference projects, but if you choose the Tasks tab, replace "Project" with "Task" in the steps.
3. Create a filter:
   1. Filter by Project Template ID or Project Template Description.
   2. Set the Method to is in the list.
   3. Click the ellipsis button and choose the projects you want to assign the event to.
   4. Click OK.
4. Select the first project in the list to highlight it.
5. Scroll to the bottom of the list of projects.
6. Hold the SHIFT key and select the last project in the list. All the projects should now be highlighted.
7. Right-click the highlighted projects and choose Edit Selected Projects.
8. Choose Change project information and click Next.
9. Select Solution as the field you would like to update and choose UltraTax CS as the solution.
10. Choose the event you want to assign to the project(s). You cannot assign an extension event to a task because tasks cannot be extended.
11. If the event you want to assign is not listed, populate a list of UltraTax CS completion events.
12. Select Finish.
13. Select Yes.

Add to a project or task template

If you want the event to be assigned to future generations of the project or task, add it to a template. 

1. Choose Setup, Templates, then Projects.
2. Highlight the project template you wish to change and click the Edit button.
3. To change a project template, select the Main tab.
4. To change a task template, select the Tasks tab, then double-click on the task you want to change.
5. Click the Select solution drop-down menu and choose UltraTax CS.
6. Use the Completion event or Extension event drop-down to assign an event. You cannot assign an extension event to a task because tasks cannot be extended.
7. If the event you want to assign is not listed, populate a list of UltraTax CS completion events.

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