Using the Form Due Dates List

The Workstream Lists > Form Due Dates window lists all the custom form due dates created by your firm. It also includes the Check Tax Calendar list button, which you can use to see if a form due date is provided by Workstream. If a form due date you need is not provided by Workstream, or if you need to change the date calculation for a form, you can create or edit the form from this window.

Note: If needed, staff members who have the Edit Form Due Dates permission also can modify the form due dates in specific projects.

Custom form due dates can be based on date calculation rules. As a best practice, use government forms when possible. Doing so can save time when setting up projects.

Workstream can automatically calculate form due dates for future project periods (such as annual, quarterly, or monthly projects). Workstream can also automatically calculate form due dates using rule-based calculations that you create.

To manage form due dates for your firm, do the following:

1. Do one of the following:
   • Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
   • Open Workstream, and then click Lists in the Manage group on the Manage ribbon.
2. Click Workstream List > Form Due Dates to display the Form Due Dates window.
3. Do any of the following:
• Create a custom form due date. Click New on the button bar. You can also copy a form due date by selecting an item in the grid and clicking Copy. See Setting or Editing Due Date Options for a Form for more information.
• Edit an existing form due date. Double-click a record or select an item in the grid and click Open on the button bar. See Setting or Editing Due Date Options for a Form for more information.
• Delete a form due date. Select an item in the grid and click Delete on the button bar. Click Delete again to confirm the deletion.
• Check the tax calendar list. If you are unsure whether a form is included in Workstream by default, click this button to search for the form. If it is not provided, you can create a custom form due date.

Explain the components of the window and the right-click menu.

Component	Description
New	Click to open the Form Due Dates window, where you can set up the new due date.
Open	Allows you to open and edit an exiting form due date. See Setting or Editing Due Date Options for a Form for more information.
Copy	Allows you to duplicate information from the selected form due date to a new form due date.
Delete	Removes the selected row.
Find	Click to open the Find window, which allows you to search the grid.
Check Tax Calendar List	If you are unsure whether a form is included in Workstream by default, click this button to search for the form. If it is not provided, you can create a custom form due date.
Sort Ascending	Sorts the list in ascending order. This option is only available in the right-click menu.
Sort Descending	Sorts the list in descending order. This option is only available in the right-click menu.
Select All	Selects the entire grid. This option is only available in the right-click menu.
Print	Displays the Print window allowing you to select options for printing the current view of the grid. This option is only available in the right-click menu.