Business Organizer package
Business Organizer
packageBy default, the
Business Organizer
package includes the following items.Mailing slipsheets
If you plan to mail the
Business Organizer
packages to your clients, we recommend using the mailing slipsheets. Each Organizer
includes 2 slipsheets when you print to paper or PDF:- One to mail theBusiness Organizerto your client. It has your client's address with your firm's return address.
- One for your client to mail the completedBusiness Organizerback to you. It has your firm's address with the client's return address.
You can either use the vertical, offset, bulk mail, or landscape mailing slipsheet.
The mailing slipsheets fit into the
Business Organizer
covers and envelopes available from Forms CS
. Note that if you're using landscape slipsheets, you'll need to print a portrait folder insert to use with your client's organizer cover.Refer to the
Forms CS
order form you should have received from us before you received the UltraTax CS
. If you have questions about the Forms CS
order form, or if you didn't get the form, call support at 800.968.0600 and follow the prompts to speak to Customer Service. To order materials, call Forms CS
at 800.909.1850 or visit their website at formscs.com.Email greeting
Email and
Web Organizers
will have an email greeting instead of mailing slipsheets. If the client has an emailed Organizer
, the welcome email includes information about accessing the PDF. Clients with a Web Organizer
will have a different email. It gives the client sign in information and mentions any documents in their portal they should be aware of.You can make changes to these emails by selecting tab.
Cover letter
The
Organizer
cover letter has standard text that you can change, if necessary. It also has text variables the application replaces with things like the client's name, address, and tax year.Questionnaire
The questionnaire helps you get client information that might affect the tax return. You can customize the client questionnaire to incorporate other questions directed toward a particular type of client. You can also create extra questionnaires.
The questionnaire for a paper, PDF, or email
Organizer
is different from the Web Organizer
questionnaire. If you make changes to 1 type of Organizer
questionnaire, it won't affect the other. You need to update both.Spreadsheet files
Business Organizer
packages include Excel spreadsheet files and templates specific to the type of return. For example, the Partner information
file displays partner information for a 1065 return.
