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Organizer setup and options

Change
Client Organizer
 questionnaires

The default
Organizer
 questionnaire helps you get important client information that could impact their tax return. This might include changes like getting married or having a baby. You might consider tailoring the questionnaire to ask specific questions suited to certain types of clients.
note
The same questionnaire is used for both the paper
Organizer
 and the email
Organizer
, so any changes you make to it will impact both. However, the
Web Organizer
 has its own separate questionnaire. Changes to the
Web Organizer
 won’t affect the default paper or email questionnaire, and changes to those won’t affect the
Web Organizer
 either.
Follow these steps to change the default Client
Organizer
 questionnaire.
  1. Select
    Setup
    , then
    1040 Individual
    .
    note
    Depending on your security configuration, you might need to enter the master password to access the federal setup tabs.
  2. Select the
    Organizer
     tab.
  3. Select
    Questionnaire
     in the
    Documents
     section.
  4. Select
    Organizer Questionnaire
    , then
    Open
    .
  5. Edit the questionnaire.
    note
    To add a checkbox, place your cursor in the correct location, select
    Insert
    , then
    Checkbox
    .
  6. Select
    Document
    , then
    Save
     to save your changes.
  7. Select
    Document
    , then
    Exit
    .
    note
    • To restore the default questionnaire, select
      Setup
      ,
      1040 Individual
      , then the
      Organizer
       tab. Select
      Questionnaire
       in the
      Documents
       section, then
      Properties
      . Select
      Restore Default
      , then
      OK
      . A prompt will remind you that restoring default documentation will replace any changes. Select
      Yes
       to restore the default questionnaire.
    • The application displays an
      X
       in the
      Edited
       column of the
      Organizer Questionnaire
       window to help you differentiate edited documents.

This article applies to:

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

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