Clients missing from the Schedule Event window

Any client that's password-protected won't appear as available in Utilities
, Client Status
,

Schedule Event

window, unless that client is currently open. This is by design.

note

You can configure client passwords in UltraTax CS by selecting File
, Client Properties
, then Advanced Properties
.

If this isn't the case, verify that the focus settings aren't filtering the client out on the

Schedule Event

window.

This article applies to:

PRODUCT: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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