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Organizer setup and options

Classic Organizer package

The Classic Organizer package is the largest and most detailed organizer package for 1040 clients.
Organizer packages come in the following formats: Checklist, Classic, Lite, or Lite with Classic pages. By default, a Classic Organizer package includes the following items.

Mailing slipsheets

If you plan to mail the client Organizer packages to your clients, we recommend that you use the mailing slipsheets. Each Organizer includes 2 slipsheets when you print to paper or PDF:
  1. One to mail the Organizer to your client. It has the client's address with your firm's return address.
  2. One for your client to mail the completed Organizer back to you. It has your firm's address with the client's return address.
You can either use the vertical, offset, bulk mail, or landscape mailing slipsheet. The vertical mailing slipsheet is the default.
By default, the application won't include mailing slipsheets in email or Web Organizers.

Email greeting

Email and Web Organizers will have an email greeting instead of mailing slipsheets. If the client has an emailed Organizer, the welcome email includes information about accessing the PDF. Clients with a Web Organizer will have a different email. It gives the client login information and mentions any documents in their portal they should be aware of.
You can make changes to these emails in
Setup
1040 Individual
Organizer
Letters & Emails
Email
 tab.

Cover letter

The Organizer cover letter has standard text that you can change, if necessary. It also has text variables the application replaces with things like the client's name, address, and tax year.

Questionnaire

The questionnaire helps you get client information that might affect the tax return, like if they got married or had a baby. You can customize the client questionnaire to incorporate other questions directed toward a particular type of client. You can also create extra questionnaires.
The questionnaire for a paper, PDF, or email Organizer is different from the Web Organizer questionnaire. If you make changes to one type of Organizer questionnaire, it won't affect the other. You need to update both.

Topical index

The topical index lists specific organizer topics and the page numbers where you can enter the information. It helps your clients determine where to enter specific information. You can't change the index.
For any electronic type of Organizer (email, PDF, Web), only items that are in the Organizer package appear in the index. When you select the item in the index, the corresponding form opens. The paper index prints all items whether or not the form is part of the Organizer package.

Organizer pages

The Organizer pages are individual pages your client completes and returns to you. These pages are the same regardless of your delivery method. They're nearly identical to the Organizer input screens, which you can use to enter the completed organizer data. You can't edit these pages.
By default, the Classic Organizer includes a page for any item that proforma'd.
It also includes a page for the following, if they were present last year.
  • Estimates
  • Other Income
  • Schedule D
  • Capital Gains and Losses
  • IRA
  • Form 4136, Fuel Tax Credit
  • Form 6781, Contracts and Straddles
  • Residential Energy Credit
  • Form 8615, Tax for Children with Investment Income
If any of your client's activities have assets, you'll get an Asset List and Assets Acquisitions Form for each activity. Your client can use the Asset List to indicate any assets sold and the sale price. There are also comment lines to add more information about the disposal. The Asset Acquisition Form is to report any new assets for the tax year.
tip
You might find it helpful to print a blank Organizer package to review the list of all possible pages. To do this, go to
Utilities
, then
Blank Forms/Input Screens
. In the
Product
 dropdown, select
1040/U.S. Organizer
. Note this will also include every state. Select
Options
 if you want to remove certain state pages.

This article applies to:

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

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