Determining Business Organizer content

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

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.

Related topics

Share This