Business Organizer mailing slipsheets overview

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There are two slipsheets that you can modify and print with each organizer: one to the client from your firm and one to your firm from the client. If you plan to mail the Business Organizer packages to your clients, we recommend that you use the mailing slipsheets. You can either use the vertical, offset, bulk mail, or landscape mailing slipsheet

The mailing slipsheets fit into the Business Organizer covers and envelopes available from Forms CS. Note that if you are using landscape slipsheets, you need to print a portrait folder insert to use with your client's organizer cover. Please refer to the Forms CS order form that you should have received from us before you received 2017 UltraTax CS. If you have questions about the Forms CS order form or if you did not receive the form, please call CS Support at 800.968.0600 and follow the prompts to speak to CS Customer Service. To order materials, call Forms CS at 800.909.1850 or visit their website at

Modifying slipsheets and the portrait folder insert

Before you print, you can modify the preparer and client slipsheets, as well as the portrait folder insert. For example, you can change the slipsheet layout to vertical, offset, or landscape, change the font, use a different border, or insert your firm's logo at the top of the page. If you are using landscape slipsheets, you need to print a portrait folder insert to use with the Business Organizer cover.

To modify the content of the slipsheet or insert, complete these steps.

The same slipsheet and insert prints for all clients, so any edits you make to the slipsheet and/or insert affect all Business Organizer packages.

  1. Choose Setup > [Entity].

    Note: Depending on your security configuration, you might be prompted to enter the master password. Click OK to continue.

  2. Click the Organizer tab.
  3. Click the Slipsheets button in the Documents group box to open the Slipsheets dialog.
  4. Highlight the organizer slipsheet or folder insert that you want to edit and click the Open button to open the Document Editing window.
  5. Edit the slipsheet or insert as desired.
  6. Save your changes by choosing Document > Save.
  7. Choose Document > Exit when you are finished.

    Note: To change the slipsheet layout, choose Setup > Office Configuration > Print Options tab, and click the Mailing Slipsheets button.

Changing the name and address on mailing slipsheets

The procedures for changing the name and address on mailing slipsheets differs per entity.

Changing the corporation's name and address

Changing the partnership's name and address

Changing the fiduciary's name and address

Changing the exempt organization's name and address

Related topic: Determining Business Organizer content

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