Summary Organizer

The Summary Organizer is a condensed version of the Classic Organizer.

Selecting the Summary Organizer

Selecting the Summary Organizer is a global setting that applies to all Organizers for the account. To do this, go to
Admin
,
Tax Defaults
,
Account Defaults
,
General Information
, and then
Preseason Options
.

Pages included

The Summary Organizer includes these pages:
  • Miscellaneous questions (unique to the Summary Organizer)
  • Taxpayer information
  • Dependent information
  • Summary of activities and source documents
  • Federal, state, and city estimated tax payments
  • Foreign information packet, if applicable
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