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How do I add organizers to my return in SureFire

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📚 What is a Client Organizer?

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

📊 Step-by-Step Guide

Step 1: Run the Client Organizer

Use this when you want to print an organizer using prior-year data.

1. On the Reports menu, select Client Organizer.

2. Note: This option is grayed-out if you are not in the 1040 package.

3. In the Organizer Options window, choose your options then click OK.

4. The Select Organizers to Print window opens, listing returns on your system.

   Select each return for which you want to print an Organizer.

5. In the SureFire Print window, click Print to print the Organizer with the default settings.

Step 2: Print a blank Client Organizer

Use this when you want an organizer without pulling prior-year tax data.

1. On the File menu, select Print, and then click Print Blank Forms.

Tags: install,setup