Equivalent Lite Client Organizer pages
Lite Client Organizer
pagesBy default, the
Classic Client Organizer
pages print for the Blank Client Organizer
package. If you are using the Lite Client Organizer
package, you need to include the Lite Client Organizer
pages in the Blank Client Organizer
package and remove the equivalent Classic Client Organizer
pages by editing the print collation. Select tab and select the
Organizer
button in the Collation
group box.The following table lists the default
Classic Client Organizer
pages and their Lite Client Organizer
page equivalent.Classic page name | Equivalent Lite page name |
|---|---|
Organizer Index | None |
Personal Information | Lite-1 |
Salaries and Wages | Lite-2 |
Interest Income | Lite-3 |
Dividend Income | Lite-3 |
Schedule D | Lite-3 |
Social Security, Tier I Railroad Benefits | Lite-3 |
Other Income | Lite-3 |
IRA Contributions | Lite-4 |
Other Adjustments | Lite-4 |
Medical & Taxes | Lite-5 |
Interest Expense | Lite-5 |
Contributions & Miscellaneous Deductions | Lite-5 |
Direct Deposit & Electronic Funds Withdrawal | Lite-6 |
Identity Authentication | Lite-6 |
Related Content
-
Blank Organizer package
Format:
Article,
2 min read
-
Choose Organizer package for 1040 clients
Format:
Article,
3 min read
-
Classic Organizer package
Format:
Article,
3 min read
-
Lite Organizer package
Format:
Article,
3 min read
