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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer,Print

Change your 1040
Organizer
 print collation

You can customize your
Organizer
 collation by changing:
  • The pages included in the
    Organizer
    .
  • The order of the pages.
  • The pages your client needs to take action on.
You don't have to customize your
Organizer
 collation. The default set up may work for you. You can find out what your current collations are by printing the
Collation Report
. We've included steps to do this.
To change your
Organizer
 print collations, complete the following.
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. Select the
    Organizer
     tab. Use the arrows to move through the tabs. The
    Organizer
     tab is last.
  3. In the
    Collation
     group box, select the
    Organizer
     button.
  4. Optional: The
    Return collation
     window lists every Organizer page and their conditions. The order they're listed is the order they'll print. Select the
    Print
     button to get a
    Collation Report
    , which gives you a complete view of each page's order and print condition.
  5. By default, most of the pages have the condition to print if there's data associated with the page. Use the
    Always
    ,
    Never
    , and
    If data
     options to change the print conditions for pages. Changing these will affect printed, email and
    Web Organizers
    .
    tip
    If you change the
    Income Summary
     or the
    Interest/Dividend Summary
     condition
    Always
    , make sure you also select the option to print the summaries in
    Setup
    1040 Individual
    Organizer
     tab. If you have the condition to always but you don't select the options to print summary reports, the pages will be blank.
  6. The
    Include in Electronic Org
     option determines whether or not the page is part of an emailed, print to PDF, or
    Web Organizer
    .
    note
    By default,
    UltraTax CS
     has this option marked for any page that also has
    If data
     marked by default. Although the program won't mark items like mailing slipsheets, since those aren't necessary for electronic versions.
  7. When you have electronic
    Organizers
    , you have the option to create a separate PDF attachment to call attention to pages. These are mostly pages where you need a client's signature, like bank authorizations and consent forms. Select
    Action Items PDF
     to include a page in the separate “Action items” PDF.
  8. Select the
    Include in blank Organizer
     option to add or remove pages in the
    Blank Organizer
     package.
  9. The pages are in the order they print. To re-order pages, select the page you want to move, then select
    Move up
     or
    Move down
     until it's in the correct spot.
  10. Select
    OK
     to save your changes.

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