SO10353 - Organizers Overview
Description:
Overview of the Organizers feature within TaxWorks.
Links:
Client Selection Screen

You do NOT need to update your clients from the previous year in order to do organizers. Organizers look at the previous year program for the client data.

  1. To view the Organizers, open the Client Selection Screen by clicking the Clients button (figure 1).


    2. (figure 1)

  2. Make sure the 1040 tab is selected, then click Utilities and select Organizers (figure 2).

      3. Note: The Organizer option will not show up under the Utilities menu if any other system is selected (1041, 1065, 1120, etc.).


    (figure 2)

  3. You will receive an Update/Organizer note upon opening the Organizers, read through this and click OK (figure 3).


    4. (figure 3)

  4. The Client Organizers 1040 Individual from 07 to 08 window will open up. Click on the Utilities menu and select Options to view the various options you have when Using the Organizers (figure 4).


    5. (figure 4)


    (figure 5)

    Refer to figure 5 above for items a through t.

    1. Dropping down this box will allow you to select which Slip Sheet you'd like to use. You can select No Slip Sheet, Template-Portrait, Template-Landscape, you also have the option to Add a new slip sheet or Edit one that was created (figure 6).


      2. (figure 6)

    2. When this box is checked, only clients who have the Organizer box checked on the Preparer Options screen in the 2007 program will show up in the Organizer window.

    3. Check this box to not print any box numbers on the Organizers.

    4. Check this box to not print any Social Security Numbers on the Organizers.

    5. Check this box to not print any Social Security Numbers at the top of the Organizer pages.

    6. Use this option to Print, Save, E-mail, or View a blank Organizer. To switch the option, click the dropdown arrow next to the Print Blank button and select Print, Save, E-mail, or View. Once you've selected the appropriate one, click on the button (figure 7).

        7. Note: When you select to Print, Save, E-mail, or View the button will change to say whichever option you selected (i.e. Print Blank, Save Blank, E-mail Blank, or View Blank).


      (figure 7)

    7. Use this option to select the forms to print in each Organizer (figure 8).


      8. (figure 8)

      Refer to figure 8 above for items i through iv.

      1. Checking boxes in this column will suppress forms from showing up in Oganizers.

      2. Checking boxes in this column will force forms so they do show up in Organizers.

      3. In this column you can select the number of copies to be printed of each form.

      4. The forms for each Organizer can be reset to the TaxWorks defaults by clicking this button.

    8. Check this box to print the Organizers in Duplex Mode.

    9. Select this option to include a Privacy Notice from the CPA.

    10. Select this option to include a Privacy Notice from another type of professional.

    11. Select this option to include a Privacy Notice from an Enrolled Agent.

    12. Select this option to not include a Privacy Notice.

    13. Use this box to select which type of organizer to use; Expanded, Simple, or Both (figure 9).


      14. (figure 9)

    14. Use this box to select a cover letter with or without an appointment date and time (figure 10).


      15. (figure 10)

    15. Check this box to Spell out the month on the Cover Letter.

    16. Use this drop down box to select which appointment to use if there is a conflict with an appointment; Scheduler appointment, Prior Year General Information appointment, or Display a prompt (figure 11).


      17. (figure 11)

    17. Use this drop down box to select which Questionnaire you want to print with the Organizers. The Template will be the only Questionnaire that is listed in the drop down box unless you create a new Questionnaire in the Custom Letters under the Settings menu (figure 12).


      18. (figure 12)

    18. Check this box if you would like to Use the Template for Emails.

    19. Click this button to select or make changes to the templates provided, the following window will open and will allow you to make any changes you would like (figure 13).


      20. (figure 13)

    20. Use this drop down box to select what to do if there is no email address available when trying to email an Organizer; Prompt for email address, Print organizer, Save organizer, or Skip organizer (figure 14).


      21. (figure 14)

  5. Once you have selected all the options you want, you may Preview, Save, E-mail, or Print an Organizer with the client's prior year data by clicking the appropriate button at top (figure 15), or selecting it under the File Menu (figure 16).


    6. (figure 15)


    (figure 16)

Update Menus

    File Menu

    1. Preview - This will Preview the Organizers with a checkmark next to them.
    2. Save - This will Save the Organizers with a checkmark next to them.
    3. E-mail - This will E-mail the Organizers with a checkmark next to them.
    4. Print - This will Print the Organizers with a checkmark next to them.
    5. Close - This will close the Organizer window.

    Utilities Menu

    1. Options - this will open the Organizer Options window.
    2. Browse for Data Path - This will allow you to enter or browse for the data path if located in a different location than what is listed in the Data Path Name drop down menu on the main screen.

    Help Menu

    1. Program Helps - This will open up the program help topics for the Organizer feature.