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Organizer setup and options
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This article applies to:

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

Include bank account verification with
Organizer

If you're using the client
Organizer
 to verify bank account information, clear the
Mask bank account numbers with asterisks
 checkbox in the
Setup
,
1040
,
Organizer
 tab.
Bank account information is verified within the following sections:
  • Classic Client Organizer
     package:
    Deposit & Electronic Funds Withdrawal
  • Lite Client Organizer
     package:
    Lite-6 Bank & ID Authentication

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