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Organizer setup and options

Business Organizer
 spreadsheet options

Business Organizers
 by default include a spreadsheet of client information that depends on which business entity it is: 990, 1041, 1065, or 1120.
To print an
Organizer
 spreadsheet, go to
File
 then
Print Organizers
 with your client file open, or select the clients when you go to print.

990

The 990 spreadsheet prints automatically with the
Organizer
 and includes:
  • Offices demographic information.
  • Contributor demographic information.

1041

The 1041 spreadsheet prints automatically with the
Organizer
 and includes:
  • Beneficiary demographic information.
  • Payers and types of income included in the prior-year return like mutual funds and pass-through entities.
  • Income and expenses from prior-year rental activities.

1065

The 1065 spreadsheet prints automatically with the
Organizer
 and includes:
  • Partner demographic information.
  • Changes in ownership template to add new information.

1120

The 1120
Organizer
 spreadsheet is the only one that you can customize or exclude if you don't need it.
You can choose what prints in the 1120
Organizer
 spreadsheet in two ways:
  • To set global 1120
    Organizer
     spreadsheet options, open
    Setup
    1120 Corporation
    Organizer
    Spreadsheet options
    .
  • For an individual client, open the return and go to the
    Organizer
     folder. In the
    Organizer Options
     section, set the display options for the spreadsheet.
The 1120
Organizer
 spreadsheet can include:
  • Shareholder demographic information.
  • Shareholder basis template to add new capital contributions, shareholder loans, and repayments on shareholder loans.
  • Changes in ownership template to add new information.
  • Officer demographic information and compensation.
  • Income and deductions
    • A blank template to add trade or business incomes prints if the display condition is
      Always
      .
    • Prior-year data from the
      Inc
       screen in the
      Income & Deductions
       folders prints if the display condition is
      If data
      .
  • Separate Inc & Deductions
    • A blank template to add separately reported income and deductions for an S Corporations prints if the display condition is
      Always
      .
    • Prior-year data from the
      K
       screen in the
      Schedule K
       folders prints if the display condition is
      If data
      .
  • Cost of Goods Sold
    • A blank template to add cost of goods sold information prints if the display condition is
      Always
      .
    • Prior-year data from the
      A
       screen in the
      Income & Deductions
       folders prints if the display condition is
      If data
      .
  • Assets
    • A blank template to add corporate asset information prints if the display condition is
      Always
      .
    • Prior-year data from the
      L
       screen in the
      Balance Sheet
       folders prints if the display condition is
      If data
      .
  • Liabilities & Equity
    • A blank template to add corporate liabilities and equity information prints if the display condition is
      Always
      .
    • Prior-year data from the
      L-2
       screen in the
      Balance Sheet
       folders prints if the display condition is
      If data
      .
  • Farm
    • A blank template to add trade or farm income and expenses prints if the display condition is
      Always
      .
    • Prior-year data from the
      F
       screen in the
      Farm
       folder if the display condition is
      If data
      .
  • Farm Rent
    • A blank template to add farm rental income and expenses prints if the display condition is
      Always
      .
    • Prior-year data from the
      4835
       screen in the
      Farm Rental
       folder if the display condition is
      If data
      .
  • Rental information
    • A blank template to add rental income and expenses prints if the display condition is
      Always
      .
    • Prior-year data from the
      Rent
       screen prints if the display condition is
      If data
      .
  • Estimated payments from the prior year return.
  • Bank information from the prior-year return.
  • Vehicle information template to add mileage driven during the year and answer the vehicle questions for
    Form 4562
    .
  • Asset purchase and sales template to add purchases made during the year and the sale of assets.
  • Employee and insurance coverage information from the prior year return's
    GBC-7
     screen in the
    Credits
     folder.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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