Blank Organizer
package

You can create a
Classic blank organizer
for 1040 clients that don't have pre-existing data. Normally, client
Organizer
pages only print when they have data, which comes from
proforma'd
information or data entry in the
Organizer
screens. This feature helps you get around that for new clients.
Printing a
Blank Organizer
can also be helpful when customizing the default
Organizer
. It helps you review each page so you can decide if you want to make changes or exclude it from the package.

Default
Blank Organizer
package

The default
Blank Organizer
package includes the following forms.
  • Mailing slipsheet / client (only in the paper
    Organizer
    )
  • Mailing slipsheet / preparer (only in the paper
    Organizer
    )
  • Engagement letter (if
    Print Individual Engagement Letter
    is marked in the
    Setup
    1040 Individual
    Organizer
    tab)
  • Cover letter
  • Client Questionnaire
  • Organizer Index (not included in the
    Web Client Organizer
    )
  • Personal Information
  • Client Contact Information
  • Deposit & Electronic Funds Withdrawal
  • Nonresident General Info, Not Effectively Connected (prints only in Nonresident Alien returns)
  • Nonresident Sch OI (Other Information) (prints only in Nonresident Alien returns)
  • Identity Authentication
  • Estimate Payments
  • State & City Payments
  • Salaries & Wages
  • Interest Income
  • Dividend Income
  • Schedule D
  • Other Income
  • Social Security, Tier I Railroad Benefits
  • IRA Contributions
  • Other Adjustments
  • Medical & Tax
  • Interest Expense
  • Contributions & Misc Deductions
  • Misc Itemized Deductions (State Use Only)
  • Health Coverage Taxes
  • State Organizer

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