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Organizer setup and options

Lite Organizer
 package

The
Lite Organizer
 package is a simplified version of the
Classic
 package. It's ideal for clients who have fairly simple tax situations.
Organizer
 packages come in the following formats: Checklist, Classic, Lite, or Lite with Classic pages. By default, a
Lite Organizer
 package includes the following items.

Mailing slipsheets

If you plan to mail the client
Organizer
 packages to your clients, we recommend that you use the mailing slipsheets. Each
Organizer
 includes 2 slipsheets when you print to paper or PDF:
  1. One to mail the
    Organizer
     to your client. It has the client's address with your firm's return address.
  2. One for your client to mail the completed
    Organizer
     back to you. It has your firm's address with the client's return address.
You can either use the vertical, offset, bulk mail, or landscape mailing slipsheet. The vertical mailing slipsheet is the default.
By default, the program won't include mailing slipsheets in email or
Web Organizers
.

Email greeting

Email and
Web Organizers
 will have an email greeting instead of mailing slipsheets. If the client has an emailed
Organizer
, the welcome email includes information about accessing the PDF. Clients with a
Web Organizer
 will have a different email. It gives the client login information and mentions any documents in their portal they should be aware of.
You can make changes to these emails in
Setup
1040 Individual
Organizer
Letters & Emails
Email
 tab.

Cover letter

The
Organizer
 cover letter has standard text that you can change, if necessary. It also has text variables the application replaces with things like the client's name, address, and tax year.

Questionnaire

The questionnaire helps you get client information that might affect the tax return, like if they got married or had a baby. You can customize the client questionnaire to incorporate other questions directed toward a particular type of client. You can also create extra questionnaires.
The questionnaire for a paper, PDF, or email
Organizer
 is different from the
Web Organizer
 questionnaire. If you make changes to one type of
Organizer
 questionnaire, it won't affect the other. You need to update both.

Lite Organizer
 pages

There are 6
Lite Organizer
 pages your client should review, complete, and return to you.
  1. General Information
     to enter taxpayer and spouse info, mailing address, dependents, and child and dependent care expenses.
  2. Income summary P1
     to indicate if any W-2, 1099-R K-1, W2-G, or 1099-Qs are no longer applicable.
  3. Income summary P2
     to enter 1099-INT, 1099-DIV, 1099-B, 1099-S, and any other income.
  4. Adjustments
     to enter IRA contributions, higher education info, job related moving expenses, and other adjustments to income.
  5. Itemized Deductions
     to enter current year expenses.
  6. Bank and ID Authentication
     to verify or enter bank account and driver's license/state ID information.

This article applies to:

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

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