Preventing next year's client organizer from printing for certain clients

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

If you do not want an organizer to print for a specific client next year, choose None for the organizer delivery method in the Client Communications dialog. If you decide later that you want to print a client organizer for that client, choose the desired option in the Organizer Delivery column in the Client Communications dialog. This client is now available to print next year.

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