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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:
- One to mail the Business Organizer to your client. It has your client's address with your firm's return address.
- 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 CS Support at 800.968.0600 and follow the prompts to speak to CS 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 tab.
Setup
[Entity]
Organizer
Letters & Emails
Email
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,1041 Fiduciary,990 Exempt Organization
- Subject: Organizer