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

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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