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Retrieving Organizers

Enter individual client
Organizer
 data

After receiving the client's completed
Organizer
, select
View
, then
Client Organizer
 to enter the information your client has given you. Use the navigation pane on the left to navigate through folders, which are similar to the normal data entry. Information you enter into the
Organizer
 screens transfer to the corresponding Input screen.
Use the
Other Client Information
 section to store details needed for the tax return. This information is for reference only and doesn't affect calculations. You can access it when using either the email or
Web Organizer
 in these screens:
  • Est
     in the
    Payments
     folder.
  • SSA-1099
     in the
    Retirement
     folder.
  • 2441
     in the
    Credits
     folder.
  • ELF
    Electronic Filing
     folder.
  • D
     in the
    Income
     folder.

Enter state data

You can enter state
Organizer
 information directly in the state
Organizer
 screens.
Before installing a 1040 state:
  • For existing clients with data carried forward
    : State
    Organizer
     screens are ready for the resident state and any other state with carried-forward data.
  • For new clients
    : A state
    Organizer
     screen is available for the state entered in the
    State
     field on the
    1040
     screen.
After installing a 1040 state:
  • For existing clients with data carried forward
    : State
    Organizer
     screens are ready for the resident state and any other state with carried-forward data.
  • New clients
    : You can enter data in a state
    Organizer
     screen for the state in the
    State
     field on the
    1040
     screen. When entering a state postal code for an installed state during federal tax or
    Organizer
     data entry,
    UltraTax CS
     will prompt you to add the state return to the client.

Enter depreciation data

You can use the
Asset
 tab in the client Organizer to track acquisitions and disposals of business assets.
The Asset List and Asset Acquisitions forms will print for any business activity with assets.
  • Clients can mark sold assets and their prices directly on the Asset List.
  • Use the comment line to add details about the sale, such as an installment sale, trade, or sale to a related party.
  • Use the Asset Acquisitions form to report assets acquired for the tax year.
You can print the Asset Report and add it to the client's Organizer package by adjusting the print collation settings.

You cannot electronically retrieve client data from emailed organizers. This is due to data limits with Adobe Acrobat Reader. You must manually enter information from emailed organizers into UltraTax CS.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer
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