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Organizer setup and options

Change your Business Organizer print collation

You can customize your Organizer collation by changing:
  • The pages included in the Organizer.
  • The order of the pages.
  • The pages your client needs to take action on.
You don't have to customize your Organizer collation. The default set up may work for you. You can find out what your current organizer collations are by printing the Collation Report. We've included steps to do this.
To change your Organizer print collations, complete the following.
  1. Select
    Setup
    , then the business entity.
  2. Select the
    Organizer
     tab. Use the arrows to move through the tabs. The
    Organizer
     tab is last.
  3. In the
    Collation
     group box, select the
    Organizer
     button.
  4. Optional: The
    Return collation
     window lists every Organizer page and their conditions. The order they're listed is the order they'll print. Select the
    Print
     button to get a Collation Report, which gives you a complete view of each page's order and print condition.
  5. By default, all pages have the condition to print if there's data associated with the page. Use the
    Always
    ,
    Never
    , and
    If data
     options to change the print conditions for pages. Changing these will affect printed, email and Web Organizers.
  6. The
    Include in Electronic Org
     option determines whether or not the page is part of an emailed, print to PDF, or Web Organizer. By default, the application  has this option marked for all items except the mailing slipsheets and folder insert.
  7. When you have electronic organizers, you have the option to create a separate PDF attachment to call attention to pages. These are mostly pages where you need a client's signature, like consent forms. Select
    Action Items PDF
     to include a page in the separate “Action items” PDF.
  8. The pages are in the order they print. To re-order pages, select the page you want to move, then select
    Move up
     or
    Move down
     until it's in the correct spot.
  9. Select
    OK
     to save your changes.

This article applies to:

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

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