Printing a blank Business Organizer

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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.

Question

Can I print a blank Business Organizer for my client?

Answer

No, the ability to print blank organizer packages is only available for the 1040 Client Organizer. The Business Organizer includes an Excel spreadsheet which is generated from the current client data. If the client is new to UltraTax, the Excel spreadsheet is still generated. The client can complete the tabs in the Excel spreadsheet and return the spreadsheet to the preparer. For more information, see Viewing the contents of the Business Organizer.

Related topic: Business Organizer frequently asked questions

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