Organizer forms printing despite absence of proforma'd data

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The following Client Organizer forms automatically print if they were present in the client's prior-year return.

  • Estimates
  • Other Income
  • Schedule D
  • Capital Gains and Losses
  • IRA
  • Form 4136, Fuel Tax Credit
  • Form 6781, Contracts and Straddles
  • Residential Energy Credit
  • Form 8615, Tax for Children with Investment Income

Note: To remove the page from the organizer, open the appropriate input screen and choose Edit > Delete Screen Data.

Was this article helpful?

Thank you for the feedback!