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 page name
Equivalent Lite page name
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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