UltraTax CS
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)
Entity-specific Excel spreadsheet file
Note: The entity-specific Excel spreadsheet file is not included for Business Organizers printed on paper.
Related topics
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Email - Expect a 24-48 hour turnaround Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |