Printing a blank Business Organizer

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 access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

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

Share This