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Organizer setup and options
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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer,Print

Print the
Engagement letter
 with the
Organizer

You can elect to print the
Engagement letter
 with the individual or business
Organizer
 package.
note
This option is a global one for all clients of that return type. There isn't a client-by-client option to print the letter. However, for 1040 clients you can suppress it from printing on a client-by-client basis. To do so, go to
View
Client Organizer
Letter
 screen and select
Suppress individual engagement letter
.
To include the engagement letter for all
Organizers
 for a specific return type, complete the following.
  1. Go to
    Setup
     and choose your return type.
  2. Go to the
    Organizer
     tab.
  3. Select the option to
    Print Engagement letter
    .
  4. Select
    OK
     to save your changes.

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