Adding Organizer Sheets

Organizer Sheets may be added to a Comprehensive Organizer to allow for customization.

Sheets cannot be added to or removed from a Standard Organizer.

To add Organizer Sheets:

1. Open the return to which you wish to add Organizer Sheets.
2. Click the Organizer tab so that the Organizer Options is displayed.
3. Select the check boxes for additional forms to be included in the Client Organizer.

Organizer Options

See Also:

Deleting Organizer Sheets