Client's organizer is not available to print

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

If None is selected for the organizer delivery method in the Client Communications dialog, complete these steps to print the client's organizer.

  1. Choose Setup > Client Communications.
  2. Select Paper from the drop-down list in the Organizer Delivery column.
  3. Click OK.
  4. Choose File > Print Organizers.
  5. In the Print Organizers dialog, click the Print option.
  6. Click the Clients button. The client is now available to print.

Note: The client organizer is not available when a new client is created via the Filing Status Optimization utility.

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