Organizer pages

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The body of the organizer consists of the organizer pages that your clients complete and return to you. These pages are the same as the organizer forms used for both email and web organizers. The pages are nearly identical to the client organizer input screens, which you can use to enter the completed organizer data. You might find it helpful to print a complete organizer package to see all of the possible organizer pages. You can also customize the organizer forms you would like to include in the blank organizer package.

By default, Client Organizer prints the organizer pages that contain proforma'd data, as well as the following items, if they were present in the client's prior-year return. 

Note: By default, the Asset List and Asset Acquisitions forms print for each activity that has assets. Your client can indicate on the Asset List form any assets that were sold and the sale price. There is also a comment line that the client can use for additional information regarding the disposal, such as if the asset was sold in an installment sale, traded for other property, sold to a related party, and so on. The client may use the Asset Acquisitions form to report assets acquired for the tax year.

Including the Asset Report in the organizer package

To include the Asset Report with the paper organizer package for all clients, change the print collation.

  1. Click the Organizer button in the Collation group box on the Setup > 1040 Individual > Organizer tab.
  2. Scroll down the list of organizer pages until you see the Asset Report page. Select Asset Report to highlight it.
  3. Click the Always option in the Print Conditions group box in the upper-right corner.
Notes
  • By default, Client Organizer prints separate pages for all Forms W-2, W-2G, 1099-Q, and 1099-R and Schedules K-1. You can print an Income Summary instead of separate pages. The Income Summary will list all of the client's Forms W-2, W-2G, 1099-Q, and 1099-R and Schedules K-1. The client can indicate on the Income Summary which forms are no longer applicable, and can indicate that they have attached the appropriate source document. To print an Income Summary, select the applicable options in the Setup > 1040 Individual > Organizer tab.
  • By default, Client Organizer prints separate pages for all interest and dividend items. You can print an Interest / Dividend Summary report in the Classic Organizer packages instead of separate pages. The Interest / Dividend Summary report will list all of the client's interest and dividend items. The client can indicate on the Interest / Dividend Summary Report which items are no longer applicable, and can indicate that they have attached the appropriate source document. To print the Interest / Dividend Summary Report, select the applicable options in the Setup > 1040 Individual > Organizer tab. This summary report is not available for Lite Organizer packages. The Lite Organizer package automatically prints all interest dividend items on the Income Summary.
  • If the electronic organizer does not report any assets, check to see if the Asset List form is excluded in the Return Collation dialog.
  • To use Organizer Lite packages for your client's paper, email, or web organizer, select the applicable options in the Options dialog available via the Setup > 1040 Individual > Organizer tab.

Tip: To send blank units of electronic organizer forms, such as Pension/Annuity Income, Form W-2, or Schedules C and K-1, select the Always option in the Print conditions group box in the Return Collation dialog. Be sure to mark the Include in Electronic Organizer checkbox to include them with the electronic organizer.

Changing the print collation for the paper Client Organizer also affects the Electronic Client Organizer and vice versa. If you plan to process both paper and electronic organizers, it is important to review the print collation before processing each type of organizer.

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