Setting or Editing Due Date Options for a Form

Due dates for most forms are determined using specific formulas provided by the taxing authority. If Wolters Kluwer does not provide the form due date you need, you can create a custom form due date. When a due date is added to a template or project, the due date will be calculated for the project automatically.

To add a custom form due date or edit existing due date information for a government form, 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.The custom form due dates set up for your firm display in the grid.
3. In the Form Due Dates window, do one of the following:
   • Add a custom form due dates. Click New in the button bar.
   • Edit existing due dates. Select the form in the grid and click Open in the button bar.

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

   • Copy due dates. Select a form in the grid, and then and click Copy in the button bar.
4. Enter or edit the information in the Form Due Dates section.

Component	Description
Form ID	Enter the form ID. It must be unique and can include alpha-numeric characters.
Form name	Enter the form name. It can include alpha-numeric characters.
Agency	Select the agency for the form from the list.
Description	Enter helpful or explanatory information about the form, such as when the form can be used.
Date Basis	Select the method used to calculate the due date as either Fiscal Year End or Calendar Year End.
Frequency	Select the frequency of the form. A frequency is required if you selected Calendar Year End as the date basis.
Entity type	Select the entity type for the form. If you select more than one entity, the field will display "Multiple" when you click outside of the field.

5. In the Rules for due date calculation section, specify each of the following as needed:
   • Original due date
   • First extension date
   • Second extension date

   Note: Extension dates are not required. However, if there are no extension dates, the form cannot be extended.

Tip: If you selected Calendar Year End as the date basis and Quarterly or Monthly as the frequency, you can enter dates for one instance of the form and then click Auto Set Up to populate the rest of the due dates.

6. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new entry.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.