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CoCounsel Legal
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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Ghosts on the ledger
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Client Organizer Checklist Screen Options (1040)
You can get to this screen by going to tab. In the Organizer presentation options, select
Setup
1040 Individual
Organizer
Modify
, then Checklist
.The
Screen Options
fields appear when an input screen is selected in the Content
pane on the left. Use the Screen Options
fields to customize the associated heading in the organizer checklist and to edit the note text that follows that heading.note
UltraTax CS prints the note text once per report for screens that aren't included in activities folders. For those screens that are included in activities folders, the text is printed once per activity.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- Subject: Organizer