Using Lite Client Organizer packages

Alerts and notices

The Lite Client Organizer package can be used for paper, email, and web organizers. The body of the Lite Client Organizer package consists of the following pages.

In addition to these pages, you can choose to include a Mailing Slipsheet, Cover Letter, Questionnaire, Notes, and State Organizer page (classic format).

Using Lite Client Organizer packages

To globally use Lite Client Organizer packages instead of the Classic Client Organizer package for paper, email, and web versions of UltraTax/1040 Client Organizer, complete the following steps.

  1. Choose the Setup > 1040 Individual > Organizer tab.
  2. Click the Modify button in the Organizer presentation options group box.
  3. In the Options dialog, mark the applicable Lite Client Organizer option and/or checkbox.

Notes

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