1040 Client Organizer setup options

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Setting data-entry options

Starting 1040 data entry on organizer input screens

Switching between tax and organizer data entry

Configuring the order and visibility of folders and input screens

Accessing hidden folders or input screens during data entry

Setting options for 1040 clients

Global options

Additional Client Organizer-specific options

Lite Client Organizer packages

Changing default print options for 1040 organizers

Setting up organizer packages

Proforma organizer data, documents, data entry displays, and print collations

Specifying organizer delivery preferences

Determining organizer content - Classic or Lite package

Customizing the organizer print collation for all clients

Additional Email Client Organizer system requirements and setup tasks

System requirements for the preparer

The following are the system requirements for preparers using Email Client Organizer.
  • The latest UltraTax CS system requirements are listed on our website.
  • An email application that supports Messaging Application Programming Interface (MAPI) protocol, such as Microsoft Outlook, Outlook Express, Windows Messaging, or Microsoft Exchange, is recommended. If your email does not support MAPI, you can still create PDF organizers and manually attach them to an email message.

America Online (AOL) and web-based email accounts such as Hotmail and Yahoo do not support a MAPI client interface. If you are unsure if your service supports MAPI protocol, contact your service provider.

System requirements for the client

The following are the system requirements for clients using Email Client Organizer.
  • A Windows 7, Windows 8, or Windows 10 operating system. The email client organizer is not supported on operating systems that are no longer supported by the manufacturer. Operating systems no longer supported by Microsoft include Windows Vista, Windows XP, Windows 95, Windows 98, Windows Me, Windows 2000, and Windows NT 4.0 Workstation.
  • Adobe Reader version 9.0 or higher. If your clients do not already have it installed on their computers, they can download the free Reader from http://get.adobe.com/reader/.
  • An email service capable of receiving file attachments.

Certain email services limit the size of file attachments. These are limitations of the email application and not limitations of the Email Client Organizer.

Entering firm and client email addresses for PDF organizers

Selecting a password for client organizers in PDF

Additional Web Client Organizer system requirements and setup tasks

System requirements for the preparer

The latest UltraTax CS system requirements are listed on our website.

System requirements for the client

The client's system requirements for Web Client Organizer are:
  • A Windows 7, Windows 8, or Windows 10 operating system. The electronic organizer is not supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with a browser. Supported browsers include Apple Safari version 5.0 or higher, Google Chrome, Microsoft Internet Explorer version 9.0 or higher, or Mozilla Firefox version 3.0 or higher. We recommend using 128-bit encryption.
  • An email service.
  • Adobe Reader version 9.0 or higher. If not already installed, your clients can download the free Reader from http://get.adobe.com/reader/.

Setting options for web organizers

Entering firm URLs and Web Client Organizer email addresses


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