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Organizer setup and options

Organizer tab (1040)

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Use this tab to configure 1040 client organizer options. Also, this is where you can change or create new cover letters and email greetings, organizer questionnaires, custom paragraphs, and change the default print collations of the organizer package.
To open this tab, choose
Setup
1040 Individual
 , then select the
Organizer
 tab.
The following explains each field and button on this tab.

Organizer presentation options

Selection
This field displays the Client Organizer format that you selected on the Options dialog. (To open the options dialog and designate the desired Organizer presentation, select
Modify
 adjacent to this field).

Other return options group box

Mask SSNs, driver's license and state issued ID numbers with asterisks
Mark this checkbox to print all but the last four digits of SSNs, driver's license numbers, and state issued ID numbers in the Client Organizer forms as asterisks instead of numbers. If you select this option, the Organizer cover letter automatically includes an explanatory paragraph, along with instructions for reviewing the completed tax return for accuracy and for changing or updating these numbers.
note
Social Security Numbers and driver's license and state issued ID numbers are only masked in the printed or previewed Organizer forms. To mask SSNs on all input screens and forms, choose Setup > Security, and mark the
Require a password to display SSNs
 checkbox. .
Mask Employer Identification numbers (EINs) with asterisks
Mark this checkbox to print print all but the last four digits of Employer Identification numbers in the Client Organizer forms as asterisks instead of numbers.
note
Employer Identification numbers are only masked in the printed or previewed Organizer forms.
Mask bank account numbers with asterisks
Mark this checkbox to print all but the last four digits of bank account numbers in the Client Organizer forms as asterisks instead of numbers. If this option is selected, the Organizer cover letter automatically includes an explanatory paragraph, along with instructions for reviewing the completed tax return for accuracy and for changing or updating the bank account number(s).
note
IRS security guidelines require annual verification of bank information used on the tax return by the taxpayer. If the organizer is being used as the method for verification, do not mark this option. An alternative method to using the Client Organizer for verification in UltraTax CS is the Bank Account Verification form, which can be printed with the Tax Return and returned via paper or eSignature.
Mask dates of birth with asterisks
Mark this checkbox to print all dates of birth in the Client Organizer forms as asterisks instead of numbers.
note
Dates of birth are only masked in the printed or previewed Organizer forms.
Print Individual Engagement Letter
Mark this checkbox to print an engagement letter as part of the client organizer package.
Proforma custom questionnaire and cover letter selections (Screen Letter)
Mark this checkbox to have UltraTax CS automatically proforma the
Select the client web organizer questionnaire version for this client
,
Select the client organizer questionnaire version to print for this client (paper or email only)
 and
Select the client organizer cover letter version to print for this client
 fields in Screen Letter if either of these fields were marked in the prior year return. To prevent the custom versions from being proforma'd, clear this field prior to proforma processing.
note
This option applies to all 1040 clients.
Print Screen Info Record of stock purchases on Organizer
Mark this checkbox to print the information entered in the
Record of stock purchases
 statement dialog on Screen Info in the General folder. By default, information entered in this statement dialog does not print on the Organizer form. If you track your client's stock purchases, you may wish to report them in the Organizer so that clients can indicate which stocks were sold during the tax year and specifics of the sale. If the data is retrieved via the Web Organizer, you can automatically transfer the sold stock to the
Sales of stocks, securities, and other investment property
 statement dialog in Organizer Screen D for inclusion into the tax return.
Do not print a blank Sch D Organizer form (unless marked Always in Collation)
Mark this checkbox to avoid printing a blank Organizer Form Schedule D. If Schedule D was filed in the prior year, Organizer Form D automatically prints. If you marked the
Print Screen Info Record of stock purchases on Organizer
 checkbox, clients that filed Schedule D in the prior year will get two Organizer Forms D: a form with the stock sales from Screen Info and a blank form.
Print the Lite Client Organizer Itemized page even if no amounts exist
Mark this checkbox before printing the Lite Client Organizer to always include the Itemized Deduction (Medical, Taxes, Interest, Charitable, Miscellaneous) page even if no amounts exist. UltraTax CS automatically includes the Itemized Deduction page in the body of the Lite Client Organizer package if amounts exist.
Print on Income Summary instead of separate Organizer pages
Mark the checkboxes for those forms you want to report in an Income Summary instead of separate organizer pages. You can use this option for both the Lite and Classic Client Organizer packages. If you use the Income Summary with the Lite Client Organizer package, mark any of the form checkboxes to include those forms in the Income Summary report.
Print on Interest/Dividend Summary Report instead of separate Organizer pages
By default, the Classic Organizer package prints separate pages for all interest and dividend items. You can print an Interest / Dividend Summary report in the Classic Organizer package instead of separate pages. This summary report will list all the client's interest and dividend items, which they can then indicate items that are still applicable and items they've attached source documents for.
Mark the
Interest
 and/or
Dividends
 checkboxes to report interest and/or dividends in an Interest/Dividend Summary Report.
This summary report isn't available for Lite Organizer packages. The Lite Organizer automatically prints all interest and dividend items on the Income Summary page.
Due date for taxpayer to return completed client organizer
Enter the due date for clients to complete their organizers and return them to your office. UltraTax CS includes this date on the organizer cover letter if the Organizer due date custom paragraph is selected for the client.
note
To enter a date on a client-by-client basis, or to override the date entered here for a client, enter a date in the
Due date for tax payer to return completed client organizer
 field in Screen Contact, located in the General folder.
eSignature reminder frequency (Consents and Engagement Letter)
Use this drop-down list to specify how frequently UltraTax CS sends reminder notifications to your clients via email while an eSignature of an organizer document is pending. By default, this field is set to seven days.

New client options

Print blank Client Organizer (for clients who do not have proforma'd information) (Screen Contact)
Mark this checkbox to print a Client Organizer with blank forms for new clients whose data was converted from another tax application or who do not have proforma'd information. You may want to customize the contents of the blank Client Organizer before you print blank forms.
To customize the contents of the blank Client Organizer, choose Setup > 1040 Individual, select the Organizer tab, then select the Organizer button. For any form you want to include in the blank Client Organizer, select the form then mark the
Include in blank Organizer
 checkbox.
note
  • This option applies to all 1040 clients subsequently added to the application.
  • Marking this option will print the blank client organizer for all clients whose data was converted from another application.
  • You should confirm that the forms you choose to include in the blank client organizer meet the criteria for the type of organizer package (classic or lite) you have chosen.
  • To set this option on a client-by-client basis, or to override for a client the option set here, mark or clear the
    Print blank client organizer
     field in Screen Contact in the General folder.
Organizer delivery method
Choose
No default
,
Paper
,
Email (PDF)
,
File (PDF)
,
Web
,
Web - Print only
, or
None
 from the drop-down list to specify the delivery method. The selected method is displayed in the client's Organizer Delivery column in the Setup > Client Communications dialog.
note
  • This option applies to all 1040 clients subsequently added to UltraTax CS.
  • The delivery method specified in this field will be applied to all clients whose data was converted from another application. To assign a different delivery method to a batch of clients, choose Utilities > Reassign Clients.
  • To set this option on a client-by-client basis, or to override this option for a client, choose an option from the drop-down list in the client's Organizer Delivery column in the Setup > Client Communications dialog.
  • Clients with
    None
     selected as a method in the Organizer Delivery column are not displayed in the Select Clients to Print dialog when printing organizers.

Documents

Letters & Emails
Select this button to open the Letters & Emails dialog, from which you can open the Document Editing window. In the Letters tab, you can add up to five new organizer cover letters or edit the cover letters provided with this application. In the Email tab, you can modify the default electronic Email Organizer, NetClient CS Organizer, and eSignature Delivery greetings.
Questionnaire
Select this button to open the Organizer Questionnaire dialog from which you can open the Document Editing window. In this window, you can modify the questionnaire that comes with the 1040 Client Organizer or add new questionnaires for paper or email PDF organizers.
Consent
Select this button to open the Consent dialog, which you can use to enter information for preparing the Consent to Disclose Tax Information and Consent to Use Tax Information forms. The information entered in the Consent dialog will be used globally for all client organizers, so you do not have to enter this information on a client-by-client basis.
Slipsheets
Select this button to open the Slipsheets dialog from which you can open the Document Editing window. In this window, you can edit the slipsheets provided with this application.

NetClient

Questionnaire
Select this button to open the Web Questionnaire dialog, which you can use to add new web organizer questionnaires or modify the default questionnaire that is included with UltraTax/1040 Client Organizer.
Options
Select this button to open the NetClient Organizer Options dialog, which you can use to configure settings specific to web organizers. These settings include disabling the Add Forms button in the Web Organizer interface and preventing clients from repeatedly re-submitting web organizers.

Collation

Data Entry
Select this button to open the Data Entry Display dialog, which you can use to configure the order and visibility of input screens and folders for UltraTax/1040 Client Organizer.
Organizer
Select this button to open the Return Collation dialog in which you can change the default print collations for the Client Organizer package.
note
You can override the Client Organizer collation on a client-by-client basis by choosing File > Print Organizers then clicking the Options button.

This article applies to:

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

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