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Organizer setup and options
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This article applies to:

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

Change
Organizer
 mailing slipsheets

Before printing, you can customize the preparer and client slipsheets, and the portrait folder inserts by altering the layout, font, border, and adding a logo. Changes made to slipsheets or inserts affect all the
Organizer
 packages.
note
Barcodes on the
Client Organizer
 slipsheet is not CASS and PAVE certified.
  1. Select
    Setup
    , then choose the entity.
  2. Go to the
    Organizer
     tab.
  3. Select
    Slipsheets
     to open the
    Slipsheets
     window.
  4. Choose the item to edit and select
    Open
    .
  5. Make your changes in the
    Document Editing
     window.
  6. Save your edits and close when finished.

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