Today's Ticklers tab

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Use this tab to view all status events scheduled for notification on a specific day. An event will be listed on this tab if it meets the criteria specified on Setup > User Preferences > Tickler tab.

UltraTax CS will include all events that meet these criteria for all clients. Each entry in the list contains the date and time for which the event was scheduled, the ID and name of the client for whom the event was scheduled, the name of the scheduled event, and the preparer, reviewer, or staff member for whom the event was scheduled.

To open this tab, choose Utilities > Client Status (or click the Client Status button on the toolbar) and click the Today's Ticklers tab.

Note: This tab is available only if you have defined global status events on Setup > Office Configuration > Status tab.

Fields & buttons

Tickler list

Lists all clients' status events that meet the criteria specified on Setup > User Preferences > Tickler tab.

The list includes the date and time for which each event was scheduled, the ID and name of the client for whom each event was scheduled, the name of each scheduled event, and the preparer, reviewer, or staff member for whom each event was scheduled.

Tips

  • To change the notification criteria specified on the Tickler tab, click the Reset Tickler Parameters button on this dialog.
  • To print the list of scheduled events, click the Print button on this dialog.

Reset Tickler Parameters button

Click this button to open the Tickler Settings dialog, which you can use to change the criteria for notification of scheduled events.

Print button

Click this button to print the list of all scheduled events for the current day shown on this tab. The list will print to your Windows default printer unless you have selected a specific printer for UltraTax CS. You can use the Select Printer dialog to change the printer for UltraTax CS.

Related topics

Client status system overview

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