Client Organizer Checklist Activity Options (1040)

You can get to this screen by going to
Setup
1040 Individual
Organizer
tab. In the
Organizer presentation
options, select
Modify
, then
Checklist
.
The
Activity Options
fields appear when an activity folder is selected in the
Content
pane on the left. Activity folders include
Business
,
Rent & Royalty
,
Farm
,
Farm Rental
,
K1 1065, 1120S
, and
K1 1041
. Use the
Activity Options
fields to customize the associated section heading in the organizer checklist and to edit the note text that follows that heading.
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