Email Client Organizer overview

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Email Client Organizer is the electronic version of Client Organizer that enables you to send client organizers to your clients through any MAPI-compliant email application. Your clients print their client organizer, make edits to proforma'd data, write in new information, complete the organizer questionnaire, include notes and questions for you, and then mail or fax the organizer back to you.

Once a client returns their organizer to you, you can enter the client's data directly into the tax or organizer input screens. The processing procedures for Email Client Organizers are similar to that for Client Organizers. The procedures for generating web client organizers have separate steps.

Client Organizer content options

The Lite Client Organizer feature offers an abridged organizer package that can be used for the paper, email, and web versions of UltraTax/1040 Client Organizer. The Lite Client Organizer package contains the most common data entries to help meet the needs of most taxpayers. When you use the Lite Client Organizer package along with other source documents, such as Forms W-2 and 1099 and Schedule K-1, your clients are required to make fewer entries.

Just like the tax input screens and forms, the organizer input screens are grouped in folders that appear in the folders block on the left side of the screen. The input screens are nearly identical to the organizer pages you send to your 1040 clients, so data entry is quick and easy.

Email Client Organizer setup

Before you begin preparing email client organizers, complete the necessary setup steps.

Email Client Organizer process overview

The following list describes each step in the Email Client Organizer process. Click the links below for details.

Step 1: Proforma organizer data and documents

Step 2: Adding new clients

Step 3: Selecting a password for the email PDF or web organizer

Step 4: Specifying organizer delivery preferences

Step 5: Entering email addresses

Step 6: Determining email organizer content

Step 7: Sending email PDF organizers

Step 8: Entering organizer data

Return to 1040 Client Organizer Help Center

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