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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.

To review the default cover letter (or greeting for the electronic organizers), questionnaire, organizer pages, and other parts of the organizer package, print a complete organizer package. You can then decide whether you want to modify the package before printing it for your clients or emailing it to them. Also, you can customize the organizer forms you would like to include in the organizer package.

To print a complete organizer package, complete the following steps.

1. Choose Utilities > Blank Forms/Input Screens to open the Blank Forms/Input Screens dialog.
2. In the Print what group box, click the Forms option.
3. Choose 1040/U.S. Organizer from the Product field.
4. If you do not want to print the entire package, click the Options button, clear the checkboxes as desired, and then click OK.
5. Click the Print button.

Related topics

• Determining organizer content
• Determining electronic organizer content
• Creating additional cover letters
• Modifying the cover letter
• Creating and modifying a standard questionnaire
• Modifying the list of organizer pages that print

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