UltraTax CS
Click the links in the following categories to view the associated answers.
Printing Business Organizers
Why can't I deliver my client's Business Organizer?
Can I print a blank Business Organizer?
How can I prevent next year's organizer from printing for clients who did not use them this year?
Assembling and transmitting Email and Web Business Organizers
Why did I get an email saying the storage was exceeded?
Why doesn't the preview of my Email Business Organizer show all the items the organizer contains?
How do I quickly assign an Organizer delivery method to all my clients?
Can I complete web organizers in prior years?
Business Organizer greetings
Why is my Business Organizer greeting incorrectly formatted in the email to the client?
Business Organizer questionnaire
Can the default questionnaire be customized?
Business Organizer Excel spreadsheets
What information is included in the Excel spreadsheet?
Can the Excel spreadsheet be customized?
Can I control what tabs are displayed in the Excel spreadsheet?
Related topics
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