Enter individual client Organizer data
Organizer
dataAfter receiving the client's completed
Organizer
, select View
, then Client Organizer
to enter the information your client has given you. Use the navigation pane on the left to navigate through folders, which are similar to the normal data entry. Information you enter into the Organizer
screens transfer to the corresponding Input screen.note
You cannot electronically import client data from emailed
Organizers
. This is due to data limits with Adobe Acrobat Reader. You must manually enter information from emailed Organizers
into UltraTax CS
. Use theWeb Organizer
in NetClient CS
if you want to import data directly into UltraTax CS
.Use the
Other Client Information
section to store details needed for the tax return. This information is for reference only and doesn't affect calculations. You can access it when using either the email or Web Organizer
in these screens:
- Estin thePaymentsfolder.
- SSA-1099in theRetirementfolder.
- 2441in theCreditsfolder.
- ELFElectronic Filingfolder.
- Din theIncomefolder.
Enter state data
You can enter state
Organizer
information directly in the state Organizer
screens.Before installing a 1040 state:
- For existing clients with data carried forward: StateOrganizerscreens are ready for the resident state and any other state with carried-forward data.
- For new clients: A stateOrganizerscreen is available for the state entered in theStatefield on the1040screen.
After installing a 1040 state:
- For existing clients with data carried forward: StateOrganizerscreens are ready for the resident state and any other state with carried-forward data.
- New clients: You can enter data in a stateOrganizerscreen for the state in theStatefield on the1040screen. When entering a state postal code for an installed state during federal tax orOrganizerdata entry,UltraTax CSwill prompt you to add the state return to the client.
Enter depreciation data
You can use the
Asset
tab in the client Organizer to track acquisitions and disposals of business assets.The Asset List and Asset Acquisitions forms will print for any business activity with assets.
- Clients can mark sold assets and their prices directly on the Asset List.
- Use the comment line to add details about the sale, such as an installment sale, trade, or sale to a related party.
- Use the Asset Acquisitions form to report assets acquired for the tax year.
You can print the Asset Report and add it to the client's Organizer package by adjusting the print collation settings.
note
- To use the Asset tab: You need to enter detailed asset information. Go to tab. Make sure theEnter asset detail informationcheckbox is marked.
- If the Asset List is missing from the email or web organizer: Check theReturn Collationsettings to make sure it's not excluded.
- To include Asset pages in the email or web organizer: Make surePrint blank client organizerisn't selected in Screen Contact settings.
You cannot electronically retrieve client data from emailed organizers. This is due to data limits with Adobe Acrobat Reader. You must manually enter information from emailed organizers into UltraTax CS.
