Determining organizer content: Classic, Checklist, or Lite package

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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.

Before you print organizers for your clients, take a moment to review the default contents of the organizer and decide if you want to modify the package. You should also consider which package you will use: Classic, Checklist, or Lite. To customize your Checklist, see the Client Organizer Checklist dialog. To customize your Classic or Lite organizer package, start by printing a complete set of blank organizer forms. To choose the organizer presentation, choose Setup > 1040 Individual, click the Organizer tab, and then click the Modify button. In the Options dialog, select the desired organizer presentation. 

If you used Client Organizer last year and customized your organizer content at that time, you can proforma your print collations and all custom organizer documents from the prior-year version of Client Organizer, rather than making the same changes to the default organizer content this year. 

Notes

  • Review each organizer form thoroughly, then determine if there are any forms you want to always include or always exclude in the organizer packages for your clients. To include or exclude organizer forms for all clients, or to change the order in which the package prints, customize your print collation.
  • To include a blank copy of the Income Summary or Interest/Dividend Summary in the organizer package, choose Setup > 1040 Individual and click the Organizer tab. Click the Organizer button in the Collation group box and then highlight the desired summary and click the Always option in the Print conditions group box. To exclude it once you print the blank package, click the If data option. To include a blank copy in a Lite Client Organizer package, highlight Lite-2 Income Summary and click the Always option. 
  • Changing the print collation for Client Organizer also affects Email Client Organizer and vice versa. If you plan to process both paper and electronic organizers, it is important to review the print collation in the Return Collation dialog. To identify the collation settings for email and web organizers, blank organizers, and action item PDFs, print a Collation Report by clicking the Print button in the Print Collation dialog. 
  • Note that this procedure applies only to Classic and Lite Organizer packages.

Default organizer package

By default, each client's organizer package includes the following items. Click an item to learn more about its use and the options for modifying it.

Mailing Slipsheets (not included in email client organizers)

Cover Letter

Questionnaire

Topical Index (not included in Lite Client Organizer packages or in web client organizers)

Organizer Pages

Note: For information about emailing and customizing default blank organizers for new clients, see Default blank organizer package for new clients.

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