Client Organizer Checklist Folder 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
Folder Options
fields appear when a non-activity folder is selected in the
Content
pane on the left. Because these folders are only used to organize and manage input screen data, there are no options available for these folders. They include
General
,
Electronic Filing
,
Payments
,
Income
,
Retirement
,
Personal Sale
,
Foreign Bank & Asset
,
Foreign Exclusion
,
1040 Adjustments
,
Educate
,
Itemized Deductions
,
Health Care
,
Taxes
,
Credits
, and
User Defined
.
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