How do I suppress the Organizer for a client?

The organizer will not print for one or more clients but does print for others.


Solution:
To suppress the organizer in the Individual Module:
 
  1. Go to Screen 3, Miscellaneous Info./Direct Deposit.
  2. Scroll down to the Organizer Miscellaneous section.
  3. Check the box Suppress next year's client organizer.

 
To suppress the organizer in the Fiduciary module:

  1. Go to Screen 2.1 Miscellaneous Information.
  2. Scroll down to the Organizer Miscellaneous section.
  3. Check box Suppress next year's client organizer.
     
Note: Check the box to omit the client when printing Organizers (e.g., if you anticipate not preparing the Taxpayer's next year's return).

 

GEN60615