Setting options for web organizers

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To include a web questionnaire with your clients' web organizers, to prevent clients from adding forms to organizers, or to prevent clients from submitting web organizers more than once, complete the following steps.

  1. Choose Setup > 1040 Individual and click the Organizer tab.

    Note: Depending on your security configuration, you might be prompted to enter the master password to access the federal setup tabs.

  2. Click the Options button in the NetClient group box.
  3. In the NetClient Organizer Options dialog, mark the appropriate checkboxes for the options you want to enable for all web client organizers.
  4. Click OK to close the NetClient Organizer Options dialog.

Note: If you marked the Include Web Questionnaire checkbox, and have created one or more customized questionnaires, you can select the questionnaire to include with a web organizer on a client-by-client basis. To do so, open the organizer Screen Letter in the General folder and choose the desired questionnaire from the Select the client web organizer questionnaire version for this client drop-down list.

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