Summary Organizer
The Summary Organizer is a condensed version of the Classic Organizer.
Selecting the Summary Organizer
Selecting the Summary Organizer is a global setting that applies to all Organizers for the account. To do this, go to
Admin
, Tax Defaults
, Account Defaults
, General Information
, and then Preseason Options
.Pages included
The Summary Organizer includes these pages:
- Miscellaneous questions (unique to the Summary Organizer)
- Taxpayer information
- Dependent information
- Summary of activities and source documents
- Federal, state, and city estimated tax payments
- Foreign information packet, if applicable
