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Organizer setup and options

Business Organizer
 package

By default, the
Business Organizer
 package includes the following items.

Mailing slipsheets

If you plan to mail the
Business Organizer
 packages to your clients, we recommend using the mailing slipsheets. Each
Organizer
 includes 2 slipsheets when you print to paper or PDF:
  1. One to mail the
    Business Organizer
     to your client. It has your client's address with your firm's return address.
  2. One for your client to mail the completed
    Business 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 mailing slipsheets fit into the
Business Organizer
 covers and envelopes available from
Forms CS
. Note that if you're using landscape slipsheets, you'll need to print a portrait folder insert to use with your client's organizer cover.
Refer to the
Forms CS
 order form you should have received from us before you received the
UltraTax CS
. If you have questions about the
Forms CS
 order form, or if you didn't get the form, call support at 800.968.0600 and follow the prompts to speak to Customer Service. To order materials, call
Forms CS
 at 800.909.1850 or visit their website at formscs.com.

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 sign in information and mentions any documents in their portal they should be aware of.
You can make changes to these emails by selecting
Setup
[Entity]
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. 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 1 type of
Organizer
 questionnaire, it won't affect the other. You need to update both.

Spreadsheet files

Business Organizer
 packages include Excel spreadsheet files and templates specific to the type of return. For example, the
Partner information
 file displays partner information for a 1065 return.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation, 1065 Partnership
  • Subject: Organizer
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