An Organizer is a pre-assembled packet of worksheets that can help you and your clients organize tax information for the upcoming tax season. When you add an organizer to the client's return, information from the client's previous tax year return is populated in the organizer worksheets.
Organizers can be added to any 1040 return. Choose between the 1040 Comprehensive Organizer and the shorter version—the 1040 Standard Organizer.
By default, a customizable 1040 Comprehensive Organizer can be added to any 1040 return. It includes detailed worksheets for items such as income, deductions, contributions, and Schedules K-1 received by your clients.
The 1040 Standard Organizer is a more condensed organizer in which Organizer Sheets cannot be added or removed. To use the Standard Organizer, you must disable the default Comprehensive Organizer in Select Forms Preferences.
The following Preferences pertain to Organizers:
This preference hides Social Security numbers on printed Organizer worksheets. With this preference enabled, printed Social Security Numbers will appear as XXX-XX-XXXX, enabling you to protect your client's privacy. This preference is enabled by default. See Print Preferences.
This preference sets the Comprehensive Organizer as the default organizer. Disabling this option sets the Standard Organizer as default. See Select Forms Preferences.
By default, the Comprehensive Organizer is used and an Organizer Letter will be automatically attached. An Engagement Letter may also be included automatically, but you must first make that selection in Select Forms Preferences.
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