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.
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Blank Organizer package
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