How to Override Extensions

TaskTracker allows extensions to be overridden for many types of tasks. This function can be useful for disaster relief on a local or national basis. If you wish to enable this option, the following steps should be reviewed.

Firm Settings

The adminstrator should go to the menu | Program Settings | Program Defaults |
Check the box that says "Allow Extensions to be Overridden"

User Setting

A user must have Administrator or Elite status
User status is set by an administrator under | Program Settings | Users and Passwords |
On each user's computer go to | Preferences | Use Default Extension Date |
Make sure that preference is NOT checked!

Notes

If overriding a due date that falls on a weekend or holiday, please still override to the normal due date (the 15th - NOT the 16th or 17th), to keep the filters and logic the same.
Once the above is done a qualified user can access the override by using normal methods.
Monthly and Quarterly Tasks cannot be overridden

Extending Multiple Returns

All jobs must be the same type task and year-end (all 1040s or all 1065s)
While holding the Shift Key, select the first job by clicking on the grey box to the far left of that job
Move the arrow key down or select with a mouse-click up to 20 job of the same type
Press the Extension Button on the toolbar
Select the appropriate extension date or override it

Comments and Suggestions

Firms are not going to stop filing tax returns just because there is a delayed due date. Most returns will be filed as usual on or before the normal due date. Rather than immediatly overriding due dates for every return, a practical approach is to continue as normal, returns will be filed, some will be extended to the usual due dates. Once the due gets closer, then override those remaining returns as discussed above.