Printing a complete organizer package

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To review the default cover letter (or greeting for the electronic organizers), questionnaire, organizer pages, and other parts of the organizer package, print a complete organizer package. You can then decide whether you want to modify the package before printing it for your clients or emailing it to them. Also, you can customize the organizer forms you would like to include in the organizer package.

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

To print a complete organizer package, complete the following steps.

  1. Choose Utilities > Blank Forms/Input Screens to open the Blank Forms/Input Screens dialog.
  2. In the Print what group box, click the Forms option.
  3. Choose 1040/U.S. Organizer from the Product field.
  4. If you do not want to print the entire package, click the Options button, clear the checkboxes as desired, and then click OK.
  5. Click the Print button.

Tips

  • Click the Preview button instead of the Print button to preview the complete organizer package on screen. From the Preview, you can choose to print only specific pages.
  • If you are licensed for FileCabinet CS, you can select the Store image in FileCabinet CS option to store the forms in that application.

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