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Organizer setup and options

Choose
Organizer
 package for 1040 clients

You have the option to choose a Checklist only,
Classic
,
Lite
, or
Lite with Classic
 pages.
Go to
Setup
1040 Individual
Organizer
Modify
 to select the default
Organizer
 package for your clients. You can also override the global options on a client-by-client basis in the
Client Organizer Options
 section of the
Contact
 screen, which is in the
General
 folder. The following explains each option.

Classic Client Organizer

The Classic Client Organizer is the largest, most detailed package. Review Classic Organizer package to get the details of what's included in this package. If you select this option, a Classic Organizer will print for every 1040 client. It will review the client data and only print the Classic Organizer pages that pertain to the client.

Client Organizer Checklist

The Checklist is a brief summary of everything that
proforma'd
 from last year. It's meant for your client to review, confirm it's still valid for this year, and gather the supporting tax documents for you. None of the
Classic
 or
Lite Organizer
 pages are in it. If you choose this option, every 1040 client will get:
  • The mailing slipsheets or the email greeting
  • The cover letter
  • The questionnaire
  • The checklist

Lite Client Organizer
 pages for clients who meet
Lite
 criteria

The
Lite Organizer
 is a simplified version of the
Classic Organizer
. It only includes space to enter the more common tax situations, like salary or retirement income, and higher education deductions and credits.
Lite Organizers
 also only have a certain amount of room to print things like dependents or W-2 forms. Review Lite Organizer package to get the details of what's included
The
Lite Client Organizer
 is limited to a "Number of printable items". If there isn't enough space on the
Lite
 pages for your client's data,
UltraTax CS
 will switch the client to a
Classic Client Organizer
 package. For example if your client has more than 5 W-2 forms, it will switch to print a
Classic Client Organizer
 package.
If you want to ignore the "Number of printable items" and always print a
Lite Client Organizer
, regardless of client data, select the option to
Force Lite pages even when client does not meet Lite criteria
. This won't affect any of the data inside of the return, it will just exclude the "extra" items that couldn't fit on the page.
Additionally, the
Lite Client Organizer
 pages don't have a place for more complex items. If you select this option for a client that has other items not covered in the
Lite
 pages, your client will have to provide you that information another way, outside of the
Organizer
. Again, it won't affect any of the data inside of the return, it will just exclude that information in the package.

Lite Client Organizer
 pages plus other pages in
Classic
 format

This is a hybrid option that's beneficial if your client qualifies for the
Lite
 version but has additional tax situations that would require
Classic
 pages. For example, a client has less than 4 dependents, less than 5 W-2s, but a
Schedule C
 business.
If you choose this option it will print the
Lite
 organizer pages (as long as the client meets the "Number of printable items"), and any
Classic Client Organizer
 pages for items not covered in the
Lite
 package.
The "Number of printable items" conditions and "Force Lite pages" option applies here as well. Unless you have
Force Lite pages even when client does not meet Lite criteria
 marked,
UltraTax CS
 will review the client data to make sure there is enough room for the items covered on the
Lite
 pages. If your client exceeds the number of items, it will print a
Classic Client Organizer
 (which by default will already include the additional
Classic
 pages it would've included with the
Lite
 package).

This article applies to:

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

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