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A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS Showcase
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Customize a Blank Organizer package
Blank Organizer
packageYou can customize a
Blank Organizer
package.- Go toSetup, then1040 Individual.
- Select theOrganizertab.
- In theCollationgroup area, select theOrganizerbutton.
- Within theReturn Collationwindow, select the items you want to include and select theInclude in blank Organizercheckbox near thePrint conditionsgroup area.
- To rearrange the order, select an item and use theMove UporMove Downbuttons.note
- Pages will print in the order they are listed.
- You can set up defaultBlank Organizerpackages to be printed or emailed for all new clients.
- ForElectronic Client Organizerusers, certainAsset Listingpages can't be included in the default package.
- If including theIncome SummaryorInterest/Dividend Summary Report, and you've selected options in the Setup > 1040 Individual > Organizer tab, these summaries will replace separate forms in the package.
- Nonresident alien forms are only printed for Nonresident Alien or Nonresident Alien (EZ) returns.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- Subject: Organizer
Related Content
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Blank Organizer package
Format:
Article,
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