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Sending Organizers
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This article applies to:

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

Email
Organizer
 to both taxpayer and spouse

Do the following to email an
Organizer
 to both a taxpayer and a spouse:
  1. Open the client.
  2. On the
    Contact
     screen in the
    General
     folder, enter both the taxpayer's and spouse's email.
  3. Select
    Setup
     then
    Client Communications
    .
  4. Go to the
    Email To
     column and select
    Both
    .
  5. Email your
    Organizer
     as usual by selecting
    File
     then
    Print Organizers
    .

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