Annie M.
Articles
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UltraTax CS® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading Batc...
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Adjusting Reminder Settings on Organizers
Info Organizer reminders help taxpayers remember to complete their organizers. Source Document reminders can only be sent manually using the Send Reminder button. An admin for your account can a...
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Organizer FAQ
User Questions Where do I enable/disable Organizers? Note: Organizers is included as part of the Preferred and Premium pricing tiers. It cannot be purchased separately. Navigate to Account Ma...
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Organizers Client Experience
This article shows the organizer client view as seen on a desktop. Please see the Client Mobile View article to see how the process looks on a mobile device. Click on each section below to expand t...
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Delivered and Archived Organizer Statuses
After an organizer is delivered to a client, it moves to the Delivered Organizers page. Its status is shown in three different columns; Signature Status, Organizer Status, and Source Document Statu...
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My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program. ...
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Uploading Batch Organizers
This article describes the process for uploading batch organizers from supported tax software systems into Organizers. Important All engagement letters included in a batch should be formatted the...
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Organizers Reports Overview
This article provides an overview of the Organizers Report dashboard in Organizers. Navigate to Organizers Reports in the navigation menu. Click Delivered Organizers. Bulk Action Items These...
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Processing an Organizer
Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The steps below outline how to upload, process, edit, and deliver an organizer. Uploading an Organizer After...
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Settings: Client Instructions
Users can customize messages and instructions that the taxpayer will see as they make their way through their organizer. Default messaging is provided for each section. Users may choose to use the ...