Client Organizer Checklist dialog

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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.

Use this dialog to create, remove, or modify client organizer checklists. You can add customized sections or items, modify default text, edit the information included in the checklist or create a variety of different checklists for use with different clients. 

To open this dialog, choose Setup > 1040 Individual > Organizer tab, click the Modify button to open the Organizer Options dialog, then click the Checklist button. 

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open any entity's tab.

Fields & buttons

Use the commands in the Document menu to create, rename, save, or delete a customized organizer checklist.

The Content pane lists all screens and fields available for inclusion in an organizer checklist. While all 1040 Client Organizer input screens and fields are selected for inclusion in the checklist by default, UltraTax CS only prints those fields that contain data in the current client.

Notes

  • The input screens and fields are listed in the same general order as they appear in the folders block in UltraTax/1040 Client Organizer.
  • Mark or clear the checkboxes for specific screens and fields to include them in the checklist. Marking or clearing an input screen will automatically mark or clear all fields on that screen.

Options group box

The fields in this group box change depending on the selection in the Content pane.

The Checklist Options fields appear when the Client Organizer Checklist item is selected at the top of the Content pane on the left. Use these fields and options to modify the text that prints at the top of the checklist. This text only prints once per checklist. The fields in this group box include the following.

  • Introduction text: Use this field to add, edit, or remove text from the introduction to the checklist.
  • Include Firm information on the top of the first page: Mark this checkbox to have UltraTax CS print the firm name and contact information at the top of the checklist.
  • Character to display next to individual items: Use this drop-down list to choose the bullet style (round, dash, or underscore) that you'd like to include alongside each item in the checklist.

Notes

  • The Add and Delete buttons are disabled while Client Organizer Checklist is selected in the Content pane.
  • The Client Organizer checklist uses the settings from the Print Options tab that specify the printing of the client ID, date, time, and page number for items other than client documents.
  • The Client Organizer checklist also adheres to the settings from the Organizer tab that determine whether SSNs, driver's licenses, state issued ID numbers, EINs, and bank account numbers are masked with asterisks.

The Folder Options fields appear when a non-activity folder is selected in the Content pane on the left. Because these folders are only used to organize and manage input screen data, there are no options available for these folders. They include General, Electronic Filing, Payments, Income, Retirement, Personal Sale, Foreign Bank & Asset, Foreign Exclusion, 1040 Adjustments, Educate, Itemized Deductions, Health Care, Taxes, Credits, and User Defined.

The Activity Options fields appear when an activity folder is selected in the Content pane on the left. Activity folders include Business, Rent & Royalty, Farm, Farm Rental, K1 1065, 1120S, and K1 1041. Use the Activity Options fields to customize the associated section heading in the organizer checklist and to edit the note text that follows that heading.

The Screen Options fields appear when an input screen is selected in the Content pane on the left. Use the Screen Options fields to customize the associated heading in the organizer checklist and to edit the note text that follows that heading.

Note: UltraTax CS prints the note text once per report for screens that aren't included in activities folders. For those screens that are included in activities folders, the text is printed once per activity.

The Field Options fields appear when a field is selected in the Content pane on the left. Use the Field Options fields to customize the label for the field, to edit the note text that follows that label, and to configure other checklist settings as follows.

  • Include next item on this same line instead of a new line (if space permits): This checkbox is available for fields on screens within the General - Taxpayer Information, Direct Deposit folder.
  • Always print this item: By default, the checklist only includes those fields that contain data in the current client. Mark this checkbox to print the field label even if that field is blank. This checkbox is available for fields on screens within the General - Taxpayer Information, Direct Deposit folder.
  • Number of blank lines: Use the Clients with data and Clients without data fields in this group box to have UltraTax CS print blank lines that clients can use to include additional information. The Number of blank lines fields are available for fields on screens outside the General - Taxpayer Information, Direct Deposit folder.
For fields in the General - Taxpayer Information, Direct Deposit folder, UltraTax CS will print both the field label and the associated data from that field in the checklist. (For example, the taxpayer name field for John Smith will print as Tp first name: John.

User-defined options group box

To add a new custom section or item to the selected folder or screen, mark the appropriate option and click the Add button. User-defined sections are added at the bottom of the selected folder, and user-defined items are added at the bottom of the selected screen.

To remove an existing user-defined section or item (and all data within it), highlight it and click the Delete button.

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