Resolve issues with status events in UltraTax CS not completing or extending projects or tasks in Practice CS

Re-log the event

Open the client in UltraTax CS.
Go to
Utilities
Client Status
.
In the
Log Event
tab, select the button for the completion or extension event to log it for the client.
Make sure the event’s date and time are current. Don’t modify these fields. You may enter a comment if necessary.
Select
Enter
.
Select
Done
.
Close the client in UltraTax CS.
In Practice CS, go to
Actions
Manage Projects
.
Select
Refresh
to update the
Manage Projects
screen.

Delete duplicate events

Open the client in UltraTax CS.
Go to
Utilities
Client Status
.
On the
Log Event
tab, use
Delete
to remove all instances of the completion and/or extension event.
After deleting, select the button for the completion or extension event to log it again.
Ensure the event’s date and time are current. Don’t modify these fields. You may enter a comment if necessary.
Select
Enter
.
Select
Done
.
Close the client in UltraTax CS.
In Practice CS, go to
Actions
Manage Projects
.
Select
Refresh
to update the
Manage Projects
screen.

Verify the client ID

Confirm the completion or extension event in the project or task

Go to
Setup
Clients
.
Select the client, then
Edit
.
Go to the
Projects
tab.
Find and double-select the project you want to complete or extend (or the project containing the relevant task).
If you're completing/extending a project, stay on the
Main
tab. If you're completing a task, go to the
Tasks
tab and double-select the task.
Ensure the
Select solution
dropdown points to the correct year of UltraTax CS.
Make sure the
Completion event
or
Extension event
(for projects only—tasks can't be extended) is set to the correct UltraTax CS event.

Verify the setup