Creating a Blank Organizer for a New Return

The simplest way to generate an organizer for a new customer is to create a new 1040 return with a blank Organizer attached.

To create a blank organizer for a new 1040 return:

From Return Manager, click the Returns menu; then, expand the Organizers fly-out menu and select Create Blank Organizer for New Return.

The new return opens with the Organizer attached.

 

See Also:

Printing Organizers