| 1040 Individual | Add Tax Organizer: Form – Organizer – Add Organizer Print following from Client tab (click Print, click Client tab): 1. Organizer (comp) 2. Organizer Letter 3. Organizer Engagement Letter Do NOT save return. Return already e-file, so saving return will change filing status. |
| 1041 Trust | There is no organizer for Trust, so Print 1041 Planner 1. Add form 1041 Planner 2. Edit 1041 Planner, keep 2021 in first column, add 2022 in second column, remove all other years. 3. Delete all numbers in the rows for columns 2022, 2023, … 4. Check setting so zeros do not print on form; want form to be blank. Go to Tools – Preferences – Print; then check box, Print Without Zeros, click apply Check other forms client used: e.g., Schedule E Save Documents; Print from Client tab 1. 1041 Planner 2. Other forms used by client, e.g. Schedule E 3. Edit saved document and remove pages 3 – 5 from 1041 planner (only want pages 1-2) |
| 1120 | There is no organizer for C-Corp, so Print 1120 Planner 1. Add form 1120 Planner 2. Edit Planner, keep 2021 in first column, add 2022 in second column, remove all other years. 3. Delete all numbers in the rows for columns 2022, 2023, … 4. Check setting so zeros do not print on form; want form to be blank. Go to Tools – Preferences – Print; then check box, Print Without Zeros, click apply Check other forms client used: e.g., ????? Real Estate Save Documents; Print from Client tab 1. 1120 Planner 2. Other forms used by client, e.g. ??? for Real Estate |
| 1120S | There is no organizer for S-Corp, so Print 1120S Planner 1. Add form 1120S Planner 2. Edit Planner, keep 2021 in first column, add 2022 in second column, remove all other years. 3. Delete all numbers in the rows for columns 2022, 2023, … 4. Check setting so zeros do not print on form; want form to be blank. Go to Tools – Preferences – Print; then check box, Print Without Zeros, click apply Check other forms client used: e.g., 8825 Real Estate Save Documents; Print from Client tab 1. 1120S Planner 2. Other forms used by client, e.g. 8825 for Real Estate |
| Lacerte | Tools – Organizer |