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Organizer input screen

Client Organizer Checklist (1040)

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Use this window to create, remove, or modify client organizer checklists. You can add customized sections or items, modify default text, edit the information included in the checklist or create a variety of different checklists for use with different clients.
To open this window, select
Setup
,
1040 Individual
 then
Organizer
 tab, select the
Modify
 button to open the
Organizer Options
 window, then select the
Checklist
 button.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open any entity's tab.

Fields & buttons

Document menu
Use the commands in the Document menu to create, rename, save, or delete a customized organizer checklist.
Content pane
The Content pane lists all screens and fields available for inclusion in an organizer checklist. While all 1040 Client Organizer input screens and fields are selected for inclusion in the checklist by default, UltraTax CS only prints those fields that contain data in the current client.
note
Notes
  • The input screens and fields are listed in the same general order as they appear in the folders block in UltraTax/1040 Client Organizer.
  • Select or clear the checkboxes for specific screens and fields to include them in the checklist. Marking or clearing an input screen will automatically select or clear all fields on that screen.

Options group box

The fields in this group box change depending on the selection in the
Content
 pane.
Checklist Options
The
Checklist Options
 fields appear when the
Client Organizer Checklist
 item is selected at the top of the Content pane. Use these fields and options 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
Notes
  • 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.
Folder Options
The Folder Options fields appear when a non-activity folder is selected in the Content pane on the left. Because these folders are only used to organize and manage input screen data, there are no options available for these folders. They include General, Electronic Filing, Payments, Income, Retirement, Personal Sale, Foreign Bank & Asset, Foreign Exclusion, 1040 Adjustments, Educate, Itemized Deductions, Health Care, Taxes, Credits, and User Defined.
Activity Options
The Activity Options fields appear when an activity folder is selected in the Content pane on the left. Activity folders include Business, Rent & Royalty, Farm, Farm Rental, K1 1065, 1120S, and K1 1041. Use the Activity Options fields to customize the associated section heading in the organizer checklist and to edit the note text that follows that heading.
Screen Options
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.
Field Options
The Field Options fields appear when a field is selected in the
Content
 pane on the left. Use the
Field Options
 fields to customize the label for the field, to edit the note text that follows that label, and to configure other checklist settings as follows.
  • Include next item on this same line instead of a new line (if space permits):
     This checkbox is available for fields on screens within the General - Taxpayer Information, Direct Deposit folder.
  • Always print this item:
     By default, the checklist only includes those fields that contain data in the current client. Select this checkbox to print the field label even if that field is blank. This checkbox is available for fields on screens within the General - Taxpayer Information, Direct Deposit folder.
  • Number of blank lines:
     Use the Clients with data and Clients without data fields in this group box to have UltraTax CS print blank lines that clients can use to include additional information. The
    Number of blank lines
     fields are available for fields on screens outside the General - Taxpayer Information, Direct Deposit folder.
note
For fields in the General - Taxpayer Information, Direct Deposit folder, UltraTax CS will print both the field label and the associated data from that field in the checklist. (For example, the taxpayer name field for John Smith will print as
Tp first name: John
.

User-defined options group box

Add new user-defined section / item
To add a new custom section or item to the selected folder or screen, select the appropriate option and select the Add button. User-defined sections are added at the bottom of the selected folder, and user-defined items are added at the bottom of the selected screen.
Delete button
To remove an existing user-defined section or item (and all data within it), highlight it and select the Delete button.

This article applies to:

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

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