Using Lite Client Organizer packages

Alerts and notices

The Lite Client Organizer package can be used for paper, email, and web organizers. The body of the Lite Client Organizer package consists of the following pages.

  • General Information (General, Dependents, Child Care, Health Care Coverage).
  • Income Summary (Source documents - W-2, W-2G, 1099-Q, 1099-R, K-1).
  • Interest, Dividends, Capital Gains, Other Income (Source documents - 1099-INT, 1099-DIV, 1099-S, 1099-Misc).
  • Other Adjustments (IRA contribution, Education, Moving expenses, Other adjustments).
  • Itemized Deduction (Medical, Taxes, Interest, Charitable, Miscellaneous). This page will only print if data exists. To force the page to print even if data does not exist, choose Setup > 1040 Individual, click the Organizer tab, and mark the Print the Lite Client Organizer Itemized page even if no amounts exist checkbox. Note that this option will automatically proforma to next year's version of UltraTax CS. 
  • Bank & ID Authentication (Direct Deposit / Electronic Funds Withdrawal, ID Authentication).

In addition to these pages, you can choose to include a Mailing Slipsheet, Cover Letter, Questionnaire, Notes, and State Organizer page (classic format).

Using Lite Client Organizer packages

To globally use Lite Client Organizer packages instead of the Classic Client Organizer package for paper, email, and web versions of UltraTax/1040 Client Organizer, complete the following steps.

  1. Choose the Setup > 1040 Individual > Organizer tab.
  2. Click the Modify button in the Organizer presentation options group box.
  3. In the Options dialog, mark the applicable Lite Client Organizer option and/or checkbox.

Notes

Related topics