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Schedule client status events

Do the following steps to schedule status events for UltraTax CS clients. UltraTax CS will remind you of a scheduled status event if it meets the criteria designated in the
Setup
,
User Preferences
, then the
Tickler
 tab.
note
You'll need to create at least 1 custom status event (using the
Setup
,
Office Configuration
, then
Status
 tab) before you can schedule status events using these steps.
  1. Select
    Utilities
    , then
    Client Status
     to open the
    Client Status
     window.
  2. Select the
    Schedule Event
     tab.
  3. In the client list, select the client you want to schedule the status event for.
  4. In the
    Event
     list, select
    Add
    .
  5. Select a status event for the client from the
    Event
     dropdown. Enter the date, time, and duration for the event. You may also enter a comment regarding the scheduled event.
    note
    If you designate the scheduled event as the appointment event, the appointment information you enter here will automatically transfer to the
    Contact
     screen. This is a bi-directional transfer, so any appointment information entered in the
    Contact
     screen will also automatically appear in the
    Schedule Event
     tab. (To designate an event as the appointment event, mark the
    Appointment Event
     checkbox in the
    Office Configuration
    , then
    Status
     tab.) This appointment information transfers for 1040 and Organizer only.
  6. Select
    Enter
     to add the scheduled event to the calendar.
  7. Repeat steps 4–6 to schedule additional events for the highlighted client, or repeat steps 3–6 to schedule events for other clients.
  8. Select
    Done
     to close the
    Client Status
     window.
tip
  • Select
    Client ID
    ,
    Name
    ,
    Entity
    , or the status event clock icon in the title bar of the list to sort the client listing by that characteristic.
  • Use the
    Focus
     group box to limit the clients who appear in the list by entity type and/or preparer/reviewer/staff.
  • You can enter the date manually, or select the calendar icon next to the
    Date
     field and use the
    Calendar
     window to select the date, time, and duration of the event.
  • To review all scheduled events in the
    Calendar
     window, select
    Review Schedule
    . While you can't enter a scheduled event in this window, you can view already created events.

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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