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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.
note
The same questionnaire is used for both the paper organizer and the email Organizer, so any changes you make to it will impact both. However, the Web Organizer has its own separate questionnaire. Changes to the Web Organizer won’t affect the default paper or email questionnaire, and changes to those won’t affect the web organizer either.
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
    .
    note
    Depending on your security configuration, you might receive a prompt to enter the master password to access the federal setup tabs.
  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.
    note
    To insert a checkbox, put your cursor where you want to add it and select
    Insert
    , then
    Checkbox
    .
  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.
    note
    The default questionnaire prints if you don't select an option from the dropdown.

This article applies to:

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

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