Printing a default blank organizer package for all new clients

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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.

Complete the following steps to print, email, or transmit blank organizers globally for all new clients who do not have proforma'd information. Note that this procedure applies only to Classic and Lite Organizer packages. You can also customize the blank organizer package to determine which forms you would like it to include. 

  1. Choose Setup > 1040 Individual > Organizer tab.

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

  2. Mark the Print blank Client Organizer checkbox in the New Client Options group box.
  3. Click OK. All new clients added after marking this option will have an X in the Print blank client organizer field on Screen Contact.

Notes

  • This option can be overridden on a client-by-client basis by clearing the Print blank client organizer checkbox in the client's Screen Contact.
  • To print, email, or assemble the default blank organizer packages, you must first add the client to UltraTax CS.
  • This option will proforma automatically from the prior-year version of UltraTax CS. 

Video: Printing blank client organizers (approx. 2.5 minutes)


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