Client Organizer Checklist 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
.
In the list of content, select the
Client Organizer Checklist - [name]
. Use
Checklist Options
area to modify the text that prints on the checklist. This text only prints once per checklist. The fields in this group box include the following.
  • Introduction text:
    Use this field to add, edit, or remove text from the introduction to the checklist.
  • Include Firm information on the top of the first page:
    Select this checkbox to have UltraTax CS print the firm name and contact information at the top of the checklist.
  • Character to display next to individual items:
    Use this dropdown list to select the bullet style (round, dash, or underscore) that you'd like to include alongside each item in the checklist.
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