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Organizer setup and options

Create
Client Organizer
 questionnaires

You can create new questionnaires by changing the default one to better meet your needs.
Follow these steps to create extra questionnaires for your paper or email PDF
Organizers
. Start with the default questionnaire as your base. If you've previously made changes to the default questionnaire, these changes will show up in your new questionnaire too. Feel free to add or remove questions as needed. You can create up to 5 custom questionnaires.
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. Select the
    Organizer
     tab.
  3. Select
    Questionnaire
     in the
    Documents
     section to open the
    Organizer Questionnaire
     window.
  4. Select
    New
    .
  5. Enter the name of the new questionnaire in the
    Document name
     field.
  6. Optional: Select a border from the
    Border
     field dropdown.
  7. Select
    OK
    .
  8. Edit the questionnaire.
  9. Select
    Document
    , then
    Save
     to save your changes.
  10. Select
    Document
    , then
    Exit
     when you're finished.
Follow these steps to print or email the new questionnaire to a client instead of the default questionnaire.
  1. Open the client's return.
  2. Select
    View
    , then
    Client Organizer
    .
  3. Select the
    General
     folder, then the
    Letter
     tab.
  4. Select the questionnaire you want to print from the
    Select the client organizer questionnaire version to print for this client (paper or email only)
     dropdown.

This article applies to:

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

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