Determining Business Organizer content

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Before you print Business Organizers for your clients, take a moment to review the default contents of the organizer and decide if you want to modify the package.

Default organizer package

By default, each Business Organizer package includes the following items. Click an item for more information.

Mailing Slipsheets (not included in Email or Web Business Organizers)

Cover Letter

Questionnaire

Entity-specific Excel spreadsheet file

Note: The entity-specific Excel spreadsheet file is not included for Business Organizers printed on paper.

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