Notes

• Review each organizer form thoroughly, then determine if there are any forms you want to always include or always exclude in the organizer packages for your clients. To include or exclude organizer forms for all clients, or to change the order in which the package prints, customize your print collation.
• To include a blank copy of the Income Summary or Interest/Dividend Summary in the organizer package, choose Setup > 1040 Individual and click the Organizer tab. Click the Organizer button in the Collation group box and then highlight the desired summary and click the Always option in the Print conditions group box. To exclude it once you print the blank package, click the If data option. To include a blank copy in a Lite Client Organizer package, highlight Lite-2 Income Summary and click the Always option.
• Changing the print collation for Client Organizer also affects Email Client Organizer and vice versa. If you plan to process both paper and electronic organizers, it is important to review the print collation in the Return Collation dialog. To identify the collation settings for email and web organizers, blank organizers, and action item PDFs, print a Collation Report by clicking the Print button in the Print Collation dialog.
• Note that this procedure applies only to Classic and Lite Organizer packages.

Note: For information about emailing and customizing default blank organizers for new clients, see Default blank organizer package for new clients.