Specify organizer delivery preferences

UltraTax CS assigns the paper Business Organizer delivery preference for each client by default. Follow these steps to specify different delivery preferences.
note
  • You can select a batch of clients with different delivery preferences and UltraTax CS will process all in a single print run.
  • You can override delivery preferences in the
    Print Organizers
    window when printing 1 client at a time. When printing items for multiple clients, UltraTax CS processes each organizer according to the individual delivery preference selected in the
    Client Communications
    window.
  • Select
    Utilities
    , then
    Reassign Clients
    to specify delivery preferences for multiple clients at a time.
  • Select
    Setup
    , the entity, then the
    Organizer
    tab to set the default Business Organizer delivery method for new clients in the New client options section.
  • UltraTax CS displays the selected organizer delivery preferences for the client in the OrgOptns screen in the Organizer folder.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Select
    Paper
    ,
    Email (PDF)
    ,
    File (PDF)
    ,
    Web
    , or
    None
    from the dropdown in the Organizer Delivery column.

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