Add or remove due dates for Organizers
Organizers
Before you send out Individual or Business
Organizers
, you can add or remove due date requirements for your clients to follow.All Organizers by entity
Organizers
by entityTo add global entity due dates:
- Open theSetupmenu then select your entity.
- Open theOrganizertab.
- Mark theDue Date to return completed Organizerfield and choose a due date.
- SelectOK.
To remove the due date, repeat these steps and clear the due date field.
Individual Organizer by client
Individual Organizer
by clientTo add due dates:
- Open the client's file and selectViewthenClient Organizer.
- Select theGeneralfolder and open theContacttab.
- Add theDue date for taxpayer to return completed client organizerin theClient OrganizerandProforma Optionssections.noteIf you also have a global due date for all1040 Organizers, the application uses the date you enter here.
To remove the due date, repeat these steps and clear the due date fields.
Business Organizer by client
Business Organizer
by clientTo add due dates:
- Open the client's file and select theOrganizerfolder.
- Add theDue date to return completed organizerin theOrganizer Optionssection.noteIf you also have a global business entity due date, the application uses the date you enter here.
To remove the due date, repeat these steps and clear the due date field.
