Equivalent Lite Client Organizer pages

By default, the Classic Client Organizer pages print for the blank client organizer package. If you are using the Lite Client Organizer package, you need to include the Lite Client Organizer pages in the blank client organizer package and remove the equivalent Classic Client Organizer pages by editing the print collation.
Select
Setup
>
1040 Individual
>
Organizer
tab and select the Organizer button in the Collation group box.
The following table lists the default Classic Client Organizer pages and their Lite Client Organizer page equivalent.
Classic
Lite equivalent
Organizer Index
None
Personal Information
Lite-1
Salaries and Wages
Lite-2
Interest Income
Lite-3
Dividend Income
Lite-3
Schedule D
Lite-3
Social Security, Tier I Railroad Benefits
Lite-3
Other Income
Lite-3
IRA Contributions
Lite-4
Other Adjustments
Lite-4
Medical & Taxes
Lite-5
Interest Expense
Lite-5
Contributions & Miscellaneous Deductions
Lite-5
Direct Deposit & Electronic Funds Withdrawal
Lite-6
Identity Authentication
Lite-6

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