Organizer
Organizer provides a common place to enter and maintain global setup information, as well as setup information for the states and locals within the U.S., and the federal jurisdiction and provinces within Canada. Organizer information applies to the specific entity you are within when entered. Options selected on the organizer screens remain in effect until you select a new effective period and make changes.
Effective period
The Effective Period's the tax period in which you want your entries in Organizer to begin transferring into the tax return.
Related Content
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Global Organizer
Format:
Article,
3 min read
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Jurisdictional Organizer
Format:
Article,
3 min read