Configuring Return Configuration Set Organizer Options

The Organizer return configuration set options allow you to apply default settings to standard Organizer letters for Individual and Fiduciary returns.

Expand the options in step 5 to review the tax return fields that override the return configuration set.

To configure Organizer settings, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Select Pro Forma/Organizer on the navigation panel.
4. Click the Organizer tab.
5. Select or enter Organizer options. Explain the Organizer options.

Component	Description
Organizer options
Include Depreciation	Includes the current-year depreciation. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. No override exists
Resequence depreciation asset numbers	Reorders the listing of depreciating asset numbers. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. No override exists
Print with CCH custom letterhead	Prints Organizer forms with CCH custom letterhead. If selected, Organizers print with the firm's custom letterhead. The letterhead must be configured in the Correspondence options in the return configuration set. There are no return locations that override the return configuration set for this option.
Print borders on all Organizer forms	Prints a border on all standard Organizer forms. There are no return locations that override the return configuration set for this option.
Print "On File" in lieu of Social Security Number	Prints On File instead of Social Security Numbers. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet
Suppress return/client information	Suppresses return and client information on Organizers. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet
Use "I" in all letters	Select to use singular pronouns (I, my) instead of plural pronouns (we, us) in Organizer correspondence. There are no return locations that override the return configuration set for this option. Note: If the Use "I" in all Letters option is selected for Organizers, the singular grammar variables I, me, and my are set automatically and are not flagged as potential grammar variables in Organizer letters.
Print only the last 4 digits of financial institution information	Select to include only the last four digits of the financial institution information in Individual Organizers. If not selected, all digits are included. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. No override exists
Suppress driver's license number	Select to exclude client driver's license numbers from printed 1040 Organizers. Note: This option applies to 2018 Organizers and higher.
Do not alphabetize K-1 passthroughs	Select to keep the K-1 passthrough entity order unchanged so the organization of information is consistent from year to year. Return locations that override this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet Note: This option applies to tax years 2016 and higher.

6. Enter your firm’s address in heading lines 1 through 4. Return locations that override this option are as follows:
   • Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet
   • Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet
7. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.