Selecting Options in the Tax Organizer

For letters and filing instructions, you are able to make selections and inputs on a return by return basis. In order to do so:

1. Open a return and navigate to the Letters & Filing Instructions folder.
2. To enable the new letters and filing instructions to print, go to General Options and select which letters you wish to print.

Selections:

• Selecting Options: 1040 Returns
• Selecting Options: 1041 Returns
• Selecting Options: 1065 Returns
• Selecting Options: 1120 Returns
• Selecting Options: 5500 Returns
• Selecting Options: 990 Returns
• Selecting Options: 706 Returns
• Selecting Options: 709 Returns

 

 

 

Letters and Filing Instructions/user_selecting_options.htm/TY2021

Last Modified: 08/22/2019

Last System Build: 10/19/2021

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