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Organizer input screen

Client Organizer Checklist Field 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
.
You can expand each option to narrow down to individual field names. Select a field and use the
Custom label
 and
Notes
 fields to change the name as it appears on the checklist, and edit the note text that follows that label. You can also do the following.
  • Include next item on this same line instead of a new line (if space permits):
     This checkbox is available for fields on screens within the
    General - Taxpayer Information, Direct Deposit
     folder.
  • Always print this item:
     By default, the checklist only includes those fields that contain data in the current client. Select this checkbox to print the field label even if that field is blank. This checkbox is available for fields on screens within the
    General - Taxpayer Information, Direct Deposit
     folder.
  • Number of blank lines:
     Use the Clients with data and Clients without data fields in this group box to have UltraTax CS print blank lines that clients can use to include additional information. The
    Number of blank lines
     fields are available for fields on screens outside the General - Taxpayer Information, Direct Deposit folder.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer
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