Client Organizer Checklist Screen 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
Screen Options
fields appear when an input screen is selected in the
Content
pane on the left. Use the
Screen Options
fields to customize the associated heading in the organizer checklist and to edit the note text that follows that heading.
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