New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Setting data-entry options
Starting 1040 data entry on organizer input screens
Switching between tax and organizer data entry
Configuring the order and visibility of folders and input screens
Accessing hidden folders or input screens during data entry
Setting options for 1040 clients
Global options
Additional Client Organizer-specific options
Lite Client Organizer packages
Changing default print options for 1040 organizers
Setting up organizer packages
Proforma organizer data, documents, data entry displays, and print collations
Specifying organizer delivery preferences
Determining organizer content - Classic or Lite package
Customizing the organizer print collation for all clients
Additional Email Client Organizer system requirements and setup tasks
The following are the system requirements for preparers using Email Client Organizer.
- The latest UltraTax CS system requirements are listed on our website.
- An email application that supports Messaging Application Programming Interface (MAPI) protocol, such as Microsoft Outlook, Outlook Express, Windows Messaging, or Microsoft Exchange, is recommended. If your email does not support MAPI, you can still create PDF organizers and manually attach them to an email message.
America Online (AOL) and web-based email accounts such as Hotmail and Yahoo do not support a MAPI client interface. If you are unsure if your service supports MAPI protocol, contact your service provider.
The following are the system requirements for clients using Email Client Organizer.
- A Windows 8 or Windows 10 operating system. The email client organizer is not supported on operating systems that are no longer supported by the manufacturer. Operating systems no longer supported by Microsoft include Windows Vista, Windows 7, Windows XP, Windows 95, Windows 98, Windows Me, Windows 2000, and Windows NT 4.0 Workstation.
- Adobe Reader version DC or higher. If your clients do not already have it installed on their computers, they can download the free Reader from http://get.adobe.com/reader/.
- An email service capable of receiving file attachments.
Certain email services limit the size of file attachments. These are limitations of the email application and not limitations of the Email Client Organizer.
Entering firm and client email addresses for PDF organizers
Selecting a password for client organizers in PDF
Additional Web Client Organizer system requirements and setup tasks
The client's system requirements for Web Client Organizer are:
- A Windows 8 or Windows 10 operating system. The electronic organizer is not supported on operating systems that are no longer supported by the manufacturer.
- Internet access with any of the following browsers: The newest version of Google Chrome, Microsoft Internet Explorer 11; 32-bit version, Microsoft Edge, and the newest version of Mozilla Firefox. We recommend using 128-bit encryption.
- An email service.
- Adobe Reader version DC or higher. If not already installed, your clients can download the free Reader from http://get.adobe.com/reader/.
Setting options for web organizers
Entering firm URLs and Web Client Organizer email addresses
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