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

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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.