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.

Question

How can I prevent next year's organizer from printing for clients who did not use them this year?

Answer

If you do not want a Business Organizer to print for a specific client next year, choose None for the Organizer Delivery method in the Client Communications dialog. If you decide later that you want to print a Business Organizer for that client, choose the desired option in the Organizer Delivery column in the Client Communications dialog.

Related topic: Business Organizer frequently asked questions

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