Adding client IDs to organizer pages

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

To add the client ID to the pages of the printed client organizer, choose Setup > Office Configuration > Print Options and mark the Client ID checkbox in the Other than client documents row. To add the client ID to the pages of the printed organizer questionnaire, mark the Client ID checkbox in the Client documents row.

Note: These items do not appear in the print preview or PDF copies, but are added when the organizer is printed.

Share This