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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.
    note
    This page will only print if there's prior or current year data entered, or if you marked
    Print the Lite Client Organizer Itemized page even if no amounts exist
     in the Organizer options.
  6. Bank and ID Authentication
     to verify or enter bank account and driver's license/state ID information.
note
  • Each of these pages only provide a limited number printable items. For example, there is only room to for up to 4 dependents, 5 W-2 forms, 4 1099-R forms, and so on. The best way to determine the number of printable items is to print a blank Lite Organizer and review what's available to print. These "number of printable items" will play a role in determining what kind of Organizer package your client will default to.
  • You can't make changes to the contents or fonts on these pages.

This article applies to:

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

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