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.
