Screen OrgOptns - Organizer Options and Client Documents (990)

Organizer Options

Due date to return completed organizer
This date displays on the organizer cover letter when you select the Organizer due date custom paragraph for the client. If you want to use the same date for all 990 clients, enter the date in
Due date to return completed Organizer
in the 990 Organizer Setup area.
Include detail in Organizer / Officers
Mark this checkbox to include an Excel spreadsheet in the business organizer for officer data.
Include detail in Organizer / Contributors
Mark this checkbox to include an Excel spreadsheet in the business organizer for contributor data.
Organizer delivery method used
This displays the delivery method you selected for the Business Organizer in the Organizer setup area. 1 = Paper; 2 = Email PDF; 3 = PDF to file; 4 = Web; 5 = None.
Custom Organizer Cover Letter number
Enter the number of the Business Organizer cover letter you want to use instead of the default Business Organizer cover letter.
Custom Organizer Questionnaire number
Enter the number of the Business Organizer questionnaire you want to use in place of the default Business Organizer questionnaire.
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