Tax Default options

Select the following options in Organizer to setup the tax defaults.

Print

Select the applicable options to determine general print options.
Select the applicable form-specific print, suppress, compute, and attachment options.

Extension

Select the applicable option of the tax form to print the preparer's address on extension forms for 1040.

Preseason

Select the preseason options in Organizer.

1041 options

  • Fiduciary information
  • Compute options
  • Beneficiary allocations
  • State beneficiary messages
  • K-1 tax letters

Depreciation and depletion

Use this Organizer to enter depreciation and depletion options.

Schedule D and forms 4797 and 8949

Use this Organizer to select print options applicable to Schedule D and Forms 4797 and 8949.

Federal estimated tax options

Use this Organizer to enter basic federal estimate and overpayment options.

State estimated tax options

Use this Organizer to enter basic state estimate and overpayment options.

Federal underpayment options

Use this Organizer to enter basic federal underpayment penalty options.

State underpayment options

Use this Organizer to enter basic state underpayment options.

Detail schedules options

Use this Organizer to select print options for each return type.

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