UltraTax CS: Missing data in organizer

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If there is missing data within the Client Organizer, verify the option selected for the Organizer presentation options. To do so, choose Setup > 1040 Individual > Organizer > Modify within the Organizer presentation options at the bottom. If either option, noted below, is selected, then data that does not meet Lite Organizer criteria will not print. Note that the data will still be retained within the input screens; it just will not print.

If you would like to print the Lite Organizer plus other pages that do not meet the Lite Organizer criteria in Classic Organizer format, unmark the forced option and select Lite Client Organizer pages plus other pages in classic format.

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