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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

Create new
Business Organizer
 questionnaires

You can create new
Business Organizer
 questionnaires based on the default questionnaire.
When you create a new questionnaire, you can add, edit, or delete questions as necessary, and change the order in which the questions appear. For 1065 and 1041, you can add up to 9 custom
Business Organizer
 questionnaires. For 1120 and 990, you can add up to 8 custom
Business Organizer
 questionnaires.
Follow these steps to create a new
Business Organizer
 questionnaire.
  1. Select
    Setup
    , then the entity.
    note
    Depending on your security configuration, you might receive a prompt to enter the master password to access the federal setup tabs.
  2. Select the
    Organizer
     tab.
  3. Select
    Questionnaire
     in the
    Documents
     section.
  4. Open the default questionnaire.
  5. Select
    Document
    , then
    New
    .
  6. Enter a name in the
    Name of new questionnaire
     field.
  7. Select
    OK
    .
  8. Make your changes to the questionnaire. The application uses the default questionnaire as a template for the new questionnaire. You need to make changes to save the new questionnaire.
  9. Select
    Document
    , then
    Save
    .
    note
    • Select
      Document
      , then
      Preview
       to preview your changes.
    • Select
      Document
      , then
      Rename
       to rename the questionnaire. You can't rename any of the default questionnaires.
  10. Select
    Document
    , then
    Exit
    .
Follow these steps to print the new questionnaire for a client instead of the default questionnaire.
  1. Open the client's return.
  2. Select the
    Organizer
     folder.
  3. Select the
    OrgOptns
     tab.
  4. Select the number for the new questionnaire in the
    Custom Organizer Questionnaire number
     field.

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