Setting additional Business Organizer-specific options

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Complete the following steps to set additional options specific to the Business Organizer.

  1. Choose Setup > [Entity].
  2. Click the Organizer tab.


    • Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.
    • The Other return options apply to all Business Organizer clients for each entity.
    • Use the Setup > [Entity] > Federal tab to set other options for all existing clients and/or new clients.
  3. In the New client options group box, choose a default delivery method and whether to include detail in the organizer.
  4. Select the applicable options. (See Organizer tab for more information for more information.)

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