Entering organizer due dates

Alerts and notices

UltraTax/1040 Client Organizer enables you to enter organizer due dates on a client-by-client basis or for all clients at once. 

  • To enter the due date for a specific client's organizer, choose View > Client Organizer, then click the Contact tab located in the General folder. Enter the desired date in the Due date for taxpayer to return completed client organizer field in the Client Organizer and Proforma Options section of Screen Contact. 
  • To enter a due date for all 1040 client organizers, choose Setup > 1040 Individual > Organizer tab and enter the desired date in the Due date for taxpayer to return completed client organizer field in the Other return options group box. 

Note: If an organizer due date is entered in both Screen Contact and in the Setup > 1040 Individual > Organizer tab, UltraTax CS will use the due date entered on Screen Contact and not the global due date.

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