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Organizer setup and options

Blank Organizer
 package

You can create a
Classic 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 Organizers
 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.

Default
Blank Organizer
 package

The default
Blank Organizer
 package includes the following forms.
  • Mailing slipsheet / client (only in the paper
    Organizer
    )
  • Mailing slipsheet / preparer (only in the paper
    Organizer
    )
  • Engagement letter (if
    Print Individual Engagement Letter
     is marked in the
    Setup
    1040 Individual
    Organizer
     tab)
  • Cover letter
  • Client Questionnaire
  • Organizer Index (not included in the
    Web Client Organizer
    )
  • Personal Information
  • Client Contact Information
  • Deposit & Electronic Funds Withdrawal
  • Nonresident General Info, Not Effectively Connected (prints only in Nonresident Alien returns)
  • Nonresident Sch OI (Other Information) (prints only in Nonresident Alien returns)
  • Identity Authentication
  • Estimate Payments
  • State & City Payments
  • Salaries & Wages
  • Interest Income
  • Dividend Income
  • Schedule D
  • Other Income
  • Social Security, Tier I Railroad Benefits
  • IRA Contributions
  • Other Adjustments
  • Medical & Tax
  • Interest Expense
  • Contributions & Misc Deductions
  • Misc Itemized Deductions (State Use Only)
  • Health Coverage Taxes
  • State Organizer

This article applies to:

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

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