Default blank organizer package for new clients

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Client Organizer has a feature designed specifically for dealing with 1040 clients who do not have proforma'd information. By default, Client Organizer prints only organizer pages that contain data. Organizer pages get data either from proforma or data entry on the Organizer screens. You may select this feature to print, email, or transmit a blank client organizer package to your new clients that do not have proforma'd or pre-existing data.

  1. Click the General folder in the folders block, and then click the Contact tab.
  2. In Screen Contact, click the Options button to move to the Client Organizer and Proforma Options section.
  3. Enter X in the Print blank Client Organizer field.

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

Default blank organizer package

The default blank client organizer package includes the following forms.

  • Mailing slipsheet / client (only in the paper organizer)
  • Mailing slipsheet / preparer (only in the paper organizer)
  • Engagement letter (if Print Individual Engagement Letter is marked in the Setup > 1040 Individual > Organizer tab)
  • Cover letter
  • Client Questionnaire
  • Organizer Index (not included in the Web Client Organizer)
  • Personal Information
  • Client Contact Information
  • Deposit & Electronic Funds Withdrawal
  • Nonresident Gen Info, Not Effectively Connected (prints only in Nonresident Alien returns)
  • Nonresident Sch OI (Other Information) (prints only in Nonresident Alien returns)
  • Identity Authentication
  • Estimate Payments
  • State & City Payments
  • Salaries & Wages
  • Interest Income
  • Dividend Income
  • Schedule D
  • Other Income
  • Social Security, Tier I Railroad Benefits
  • IRA Contributions
  • Other Adjustments
  • Medical & Tax
  • Interest Expense
  • Contributions & Misc Deductions
  • Misc Itemized Deductions (State Use Only)
  • Health Coverage Taxes and Exemptions
  • State Organizer

Notes

  • To print, email, or assemble the default blank organizer packages, you must first add the client to UltraTax CS.
  • The state postal code field in Screen 1040 determines which state organizer is included in the blank organizer package.
  • To add an organizer form to your blank client organizers, choose Setup > 1040 Individual, click the Organizer tab, and then click the Organizer button. In the Return Collation dialog, highlight the desired form in the list and mark the Include in blank Organizer checkbox.

Equivalent Lite Client Organizer pages

By default, the Classic Client Organizer pages print for the blank client organizer package. If you are using the Lite Client Organizer package, you must include the Lite Client Organizer pages in the blank client organizer package and remove the equivalent Classic Client Organizer pages by editing the print collation. (To do so, choose Setup > 1040 Individual > Organizer tab and click the Organizer button in the Collation group box.) The following table lists the default Classic Client Organizer pages and their Lite Client Organizer page equivalent.

Classic Lite equivalent
Organizer Index None
Personal Information Lite-1
Salaries and Wages Lite-2
Interest Income Lite-3
Dividend Income Lite-3
Schedule D Lite-3
Social Security, Tier I Railroad Benefits Lite-3
Other Income Lite-3
IRA Contributions Lite-4
Other Adjustments Lite-4
Medical & Taxes Lite-5
Interest Expense Lite-5
Contributions & Miscellaneous Deductions Lite-5
Direct Deposit & Electronic Funds Withdrawal Lite-6
Identity Authentication Lite-6

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