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Organizer input screen

Client Organizer Checklist Options (1040)

You can get to this screen by going to
Setup
1040 Individual
Organizer
 tab. In the
Organizer presentation options
, select
Modify
, then
Checklist
.
In the list of content, select the
Client Organizer Checklist - [name]
. Use
Checklist Options
 area to modify the text that prints on the checklist. This text only prints once per checklist. The fields in this group box include the following.
  • Introduction text:
     Use this field to add, edit, or remove text from the introduction to the checklist.
  • Include Firm information on the top of the first page:
     Select this checkbox to have UltraTax CS print the firm name and contact information at the top of the checklist.
  • Character to display next to individual items:
     Use this dropdown list to select the bullet style (round, dash, or underscore) that you'd like to include alongside each item in the checklist.
note
  • The
    Add
     and
    Delete
     buttons are disabled while
    Client Organizer Checklist
     is selected in the
    Content
     pane.
  • The
    Client Organizer checklist
     uses the settings from the
    Print Options
     tab that specify the printing of the client ID, date, time, and page number for items other than client documents.
  • The
    Client Organizer checklist
     also adheres to the settings from the
    Organizer
     tab that determine whether SSNs, driver's licenses, state issued ID numbers, EINs, and bank account numbers are masked with asterisks.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer

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