Organizers

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.

2022 Organizers can be created in ATX 2021. 2023 Organizers will be available when they are released in the fall.

Organizer Types

1040 Comprehensive Organizer

By default, a customizable 1040 Comprehensive Organizercan 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.

1040 Standard Organizer (Condensed)

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.

Organizer Preferences

Organizers allow you to select from the following Preferences:

  • Suppress SSNs when printing Organizer: 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.
  • Use Comprehensive Organizer: This preference sets the Comprehensive Organizer as the default organizer. Disabling this option sets the Standard Organizer as default.
  • Include Organizer Letter and/or Engagement Letter with the Organizer Packet: These preference options are enabled by default. With these preferences enabled, the Organizer Letter and Engagement Letter automatically load when an organizer is added to a return.

When you use the Create Organizer for Marked Returns feature or the Print Organizers for Marked Returns feature, ATX adds or prints the Organizer according to your preference selections on the Select Forms Preferences tab. Check your preference settings before using these options to ensure the appropriate organizer and/or organizer letters are added to the returns.

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