Support CenterHow do I add organizers to my return in SureFire
We include Client Organizer functionality in the final release of each year's program rather than waiting for the initial release of the next year's program. This means Client Organizers for the 2020 tax season, for example, must be printed from SureFire 2019. SureFire 2020 does not have 2020 Client Organizer functionality.
Use the Client Organizer to retrieve a 1040 client's prior-year tax data and print a client information packet. This packet can be sent to the client to assist in gathering current-year tax information.
SureFire prints the organizer with any available tax data from the previous year and blank spaces for the current year's tax data. It also contains some questions for your clients to answer.
What is included?
General tax questions (interview sheet)
General information (main info sheet)
W-2 W-2G
Estimated payments
Pension and retirement
Child and dependent care
Interest and dividends
Schedule B-interest statement
Itemized deductions
Employee business expense
Business income expense
Office in home
Capital gains
Rental real estate
Farm income
Partnerships
S corporations
Estates/trusts
Assets lists
Foreign income
To run the Client Organizer
On the Reports menu, select Client Organizer.
Note: This option is grayed-out if you are not in the 1040 package.
In the Organizer Options window, choose your options then click OK.
The Select Organizers to Print window opens, listing returns on your system.Select each return for which you want to print an Organizer.
In theSureFire Print window, click Print to print the Organizer with the default settings.
To print a blank Client Organizer
On the File menu,select Print, and thenclick Print Blank Forms.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo aadir "Organizers"" a mi declaracin de impuestos en SureFire?
"
Tags: install,setup