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Sending Organizers

Print a
Blank Organizer

You can print a
Blank Organizer
 for 1040 clients that don't have pre-existing data. Normally, client
Organizer
 pages only print when they have data, which comes from
proforma'd
 information or data entry in the
Organizer
 screens. This feature helps you get around that for new clients. Printing a
Blank Organizer
 can also be helpful when customizing the default
Organizer
. It helps you review each page so you can decide if you want to make changes or exclude it from the package.
note
Blank Organizer
 are only available for 1040 clients. The Excel spreadsheet in the
Business Organizer
 will still generate for a business client that is new to UltraTax CS, but the other
Business Organizer
 pages won't generate. The client can complete the tabs in the Excel spreadsheet and return the spreadsheet to the preparer.

Print a
Blank Organizer
 (not client specific)

Before you start creating
Organizers
 for your clients, we recommend you review all possible items that could be part of the package. This will help you decide what package you want to use, and if you want to customize anything further.
To print a
Blank Organizer
 not specific to a client:
  1. Select
    Utilities
    , then
    Blank Forms/Input Screens
    .
  2. Select
    1040/U.S. Organizer
     from the
    Product
     dropdown.
  3. Select
    Options
     to change what prints.
    note
    All State
    Organizer
     pages print by default, so you'll want to select
    Options
     to turn off those pages.
  4. Select
    Print
     when you're ready for the output.
    note
    • Select
      Preview
       instead of
      Print
       to preview the
      Organizer
       package before printing. You can choose to print only specific pages from the preview.
    • If you're licensed for
      FileCabinet CS
      , you can select
      Store image in FileCabinet CS
       to store the forms in
      FileCabinet CS
      .
Once reviewed, you can add or remove items in the print collation. Select
Setup
,
1040 Individual
,
Organizer
, then
Organizer
.

Print a
Blank Organizer
 for a specific client

There may be times when you want to print a
Blank Organizer
 for a 1040 client. This is most common for new clients.
Follow these steps to print a
Blank Organizer
 for a specific client:
  1. Open the client in
    UltraTax CS
    .
  2. Optional: You can enter some preliminary demographic information in the
    General
     folder. Entering the
    City, state, zip
     will determine what state organizer is part of the
    Blank Organizer
     package.
  3. Select
    View
    , then
    Client Organizer
    .
  4. Go to the
    Contact
     screen located in the
    General
     folder.
  5. Mark the
    Print blank client organizer (For clients who do not have proforma'd information)
     checkbox. You can select this to print or electronically send a
    Blank Organizer
     to your new clients who don't have
    proforma'd
     or pre-existing data. This includes emailing a PDF of the organizer or printing it to the web.
    note
    You can set this option globally for all new 1040 clients or 1040 clients converted from another tax software vendor. Select
    Setup
    ,
    1040 Individual
    ,
    Organizer
    , then mark the
    Print blank Client Organizer
     checkbox in the
    New client options
     section.

Print a default
Blank Organizer
 package for all new clients

Complete the following steps to print, email, or transmit blank organizers globally for all new clients who do not have
proforma'd
 information. Note that this procedure applies only to
Classic
 and
Lite Organizer
 packages. You can also customize the
Blank Organizer
 package to determine which forms you would like it to include.
  1. Select
    Setup
    ,
    1040 Individual
    , then the
    Organizer
     tab.
    note
    Depending on your security configuration, you may need to enter the master password. Select
    OK
     to continue.
  2. Mark the
    Print blank Client Organizer
     checkbox in the
    New Client Options
     section.
  3. Select
    OK
    . All new clients added after marking this option will have an
    X
     in the
    Print blank client organizer
     field on the
    Contact
     screen.
    note
    • To override this option on a client-by-client basis, clear the
      Print blank client organizer
       checkbox in the client's
      Contact
       screen.
    • To print, email, or assemble the default
      Blank Organizer
       packages, you need to first add the client to
      UltraTax CS
      .
    • This option will
      proforma
       automatically from the prior-year version of
      UltraTax CS
      .

This article applies to:

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

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