Skip to main content
Organizer setup and options
Search
Search UltraTax CS Support Help and Support.

This article applies to:

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

Add client IDs to
Organizer
 pages

Follow these steps to add the client ID to the printed
client organizer
 and organizer questionnaire.
  1. Go to
    Setup
    Office Configuration
    Print Options
    .
  2. To include the client ID on the pages of the printed
    client organizer
    , select the
    Client ID
     checkbox in the
    Other than client documents
     row.
  3. To include the client ID on the pages of the printed organizer questionnaire, select the
    Client ID
     checkbox in the
    Client documents
     row.
    note
    These items don't appear in the print preview or PDF copies but will be added when the organizer is printed.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close