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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

Suppress
Organizers
 for a client or batch of clients

Suppress
Organizers
 for a single client

  1. Go to
    Setup
    , then
    Client Communications
    .
  2. In the
    Organizer Delivery
     column for the client, select
    None
    .

Suppress
Organizers
 for a group of clients

  1. Go to
    Utilities
    , then
    Reassign Clients
    .
  2. In the
    Reassign Clients
     window, ensure the
    Focus client listing
     shows
    All Delivery Methods
    .
  3. Select the clients from the list, using either
    Select
     or
    Select All
    .
  4. In the
    Organizer
     dropdown, select
    None
    .
  5. Select
    Reassign
    .

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