Customize a blank organizer package

You can customize a blank organizer package.
  1. Go to
    Setup
    >
    1040 Individual
    .
  2. Select the
    Organizer
    tab.
  3. In the Collation group box, select the
    Organizer
    button in the Collation group box.
  4. Within the
    Return Collation
    window, select the items you want to include and mark the
    Include in blank Organizer
    checkbox near the Print conditions group box.
  5. To rearrange the order, select an item and use the
    Move Up
    or
    Move Down
    buttons.
    note
    • Pages will print in the order they are listed.
    • You can set up default blank organizer packages to be printed or emailed for all new clients.
    • For Electronic Client Organizer users, certain Asset Listing pages can't be included in the default package.
    • If including the Income Summary or Interest/Dividend Summary Report, and you've selected options in the Setup > 1040 Individual > Organizer tab, these summaries will replace separate forms in the package.
    • Nonresident alien forms are only printed for Nonresident Alien or Nonresident Alien (EZ) returns.

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