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Sending Organizers
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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

Send a test PDF
Organizer

It is recommended that you send a PDF
Organizer
 to your office via email so you can acquaint yourself with the process before you send PDF
Organizers
 to your clients via email.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. In the
    Email Address
     field, enter your email address in either the test client or an actual client whose
    Organizer
     you plan to email to your office. By default,
    UltraTax CS
     will use the taxpayer's email address as indicated by the
    Tp
     in the 1st column of the
    Email Address
     field. Select
    Sp
     from the dropdown list in the
    Email Address
     field to enter your email address as the spouse email address.
    note
    • If you entered your email as the spouse's email address, be sure to select
      Spouse
       from the
      Email To
       dropdown list on the
      Client Communications
       window. By default,
      UltraTax CS
       uses the taxpayer email address unless otherwise specified.
    • UltraTax CS
       copies the email addresses you entered in the
      Email Address
       field in the
      Client Communications
       window to the
      Taxpayer email address
       and
      Spouse email address
       fields in the
      Contact
       screen and vice versa.
  3. Enter your firm's email address in the
    Firm email address
     field.
  4. Select
    OK
     to close the
    Client Communications
     window.
  5. Select
    File
    , then
    Print Organizers
     to open the
    Print Organizers
     window.
  6. In the
    Print what
     group box, your selection will depend on whether your email supports MAPI.
    1. Select the
      Email PDF
       option if your email application supports MAPI.
    2. Select the
      PDF to File in
       option to create a PDF of the
      Organizer
       package and save it to a specified location on your hard drive. Use this option if your email application doesn’t support MAPI, so that the PDF of the
      Organizer
       package can be manually attached to an email message.
  7. If you selected the
    PDF to File in
     option, select the
    Browse
     button to specify a location to save the PDF other than the default directory,
    My Documents
    . In the
    Modify Location
     window, select the location and select
    OK
    . Select the
    Password protect files
     checkbox to assign a password to the PDF.
  8. In the
    Print Organizers
     window, select the
    Clients
     button to open the
    Select Clients to Print
     window and select the client to whom you want to email a PDF
    Organizer
    .
  9. Select
    OK
     to close the
    Select Clients to Print
     window, then select the
    Email
     button.

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