Determining Business Organizer content

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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.

Before you print Business Organizers for your clients, take a moment to review the default contents of the organizer and decide if you want to modify the package.

Default organizer package

By default, each Business Organizer package includes the following items. Click an item for more information.

Mailing Slipsheets (not included in Email or Web Business Organizers)

Cover Letter


Entity-specific Excel spreadsheet file

Note: The entity-specific Excel spreadsheet file is not included for Business Organizers printed on paper.

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