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Organizer setup and options
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This article applies to:

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

Set
Business Organizer
 options

Follow these steps to set options specific to the
Business Organizer
. Changes you make apply to all
Business Organizer
 for the entity you're setting options for.
  1. Select
    Setup
    , then
    [Entity]
    .
  2. Select the
    Organizer
     tab.
    note
    Depending on your security configuration, you might need to enter the master password and select
    OK
     before you can continue.
  3. Make selections for the following options:
    • Organizer delivery method (OrgOptns screen)
      : The method you select displays in the client's
      Organizer Delivery
       column in
      Setup
      ,
      Client Communications
      .
    • Organizer presentation
       (1120 only): The spreadsheet is an Excel file created by the application when emailing the
      Business Organizer
       to your client, or sending the
      Business Organizer
       to your client through
      NetClient CS
      . The
      Questionnaire and Spreadsheet
       option is selected by default. Select
      Questionnaire only
       to deliver the 1120 default questionnaire without the spreadsheet.
      note
      All clients subsequently created will inherit this setting. For existing 1120 organizer clients, open the client's return and go to the
      OrgOptns
       screen in the
      Organizer
       folder. Select
      1 Questionnaire only
       in the
      Organizer presentation
       field.
    • Spreadsheet Options
       (1120 only): Select to change the display conditions of the tabs included in the 1120 Excel spreadsheet.
    • Include detail in Organizer (OrgOptns screen)
       (1065, 1041, and 990 only): As part of the
      Business Organizer
      , the application generates an Excel spreadsheet for entity-specific information. Clear checkboxes to exclude specific information from the spreadsheet. If none of the checkboxes are marked, the application won't generate the Excel spreadsheet.
    • Print Engagement Letter
       (1120, 1041, and 990 only): The engagement letter prints for 1065
      Organizers
       by default.
    • Proforma custom Questionnaire and Cover Letter selections (Screen OrgOptns)
      :
      UltraTax CS
       automatically proformas the
      Custom Organizer Cover Letter number
       and the
      Custom Organizer Questionnaire number
       fields in the
      OrgOptns
       screen. If you prefer not to proforma the custom cover letter number and the custom questionnaire number, clear this field before proforma processing.
    • Due date to return completed Organizer
      :
      UltraTax CS
       includes this date on the
      Business Organizer
       cover letter if you select the
      Organizer due date custom paragraph
       for the client.
      note
      To enter a date on a client-by-client basis, or to override the date entered here for a client, enter a date in the
      Due date to return completed Organizer
       field in the
      OrgOptns
       screen located in the
      Organizer
       folder.
    • Include Cover Letter text in the greeting
      : If you don't mark this checkbox, the greeting includes only the information necessary for the client to sign in to their
      Web Business Organizer
       in
      NetClient CS
      . The
      NetClient CS
       portal includes a document that includes all cover letter text, similar to paper
      Business Organizers
      .
    • Allow the client to mark the Web Organizer "Send to Preparer" only once and prevent further changes
      : Mark this checkbox to prevent clients from submitting multiple versions of the same
      Web Business Organizer
       by letting clients select
      Send to Preparer
       only once. You can submit any subsequent changes to the
      Business Organizer
       directly to your office, rather than resubmit it in a subsequent
      Web Business Organizer
      .
    • Letters & Emails
      : In the
      Letters
       tab, you can add up to 5 new cover letters, or edit the cover letters given with this application. In the
      Email
       tab, you can change the default electronic email and
      NetClient CS
      Organizer
       greetings.
    • Questionnaire
      : Add new organizer questionnaires or change the default questionnaires included with
      UltraTax CS
      Business Organizer
      .
    • Consent
      : Enter information for preparing the
      Organizer
       consent letter. The information entered in the
      Consent
       window is used globally for all
      Business Organizers
      , so you don't have to enter this information on a client-by-client basis.
    • Slipsheets
      : Edit the slipsheets provided with the application.
    • Organizer
      : Change the default print collations for the
      Business Organizer
       package.
  4. Select
    OK
     to close the
    Organizer
     tab.

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