Reassign Client Delivery Method to File (PDF) *required*
Note: You only need to do this once, and UltraTax will save your delivery settings for future years.
Select Utilities → Reassign Clients.
Select all applicable clients to the right pane.
Select Organizer Delivery from the Category drop-down box.
Below, select File (PDF) from the drop-down.
Disable fillable PDF files.
Select Setup → Office Configuration...
Select the Print Options tab.
Select PDF File Options...
At the bottom of the options, make sure Print Organizers as a fillable PDF file is unchecked.
Select OK.
Under Setup → 1040 Individual, select the arrows in the upper-right to access the Organizer tab.
Uncheck all options under Print on Income Summary instead of separate Organizer pages and Print on Interest/Dividend Summary Report instead of separate Organizer pages.
Select Ok.
Go to File → Print Organizers
It's normal to see the Delivery Method section greyed out after using Reassign Clients, above.
Note: Make sure Password protect files is not selected or your import will not work.
Select Clients
Make sure your focus is set to only 1040. Select your clients to print, or hit Select All if you want every organizer printed.
Select Assemble
UltraTax will give you a message that your files have been printed successfully. You can select Open Target Folder to see the download location, or hit OK to finish your export.
Modifying Action Items
1. From your 1040 Product Information page, select Organizer under Collation
2. Scroll and find Deposit & Electronic Funds Withdrawal
3. Ensure that Include in Electronic Org is checked
4. Ensure Action Items PDF is not checked
Important Notes Before Printing
Form-Fillable Organizers: Form-fillable organizers are not compatible with Liscio. Use non-fillable PDFs only.
PDF Print Driver Restriction: Organizers printed using a PDF print driver will not process correctly. This is because printing through a PDF print driver removes the ability to extract text from the document.
Questionnaires: We do not support Tax Organizer PDFs printed with only the questionnaire. Organizers must contain Tax Organizer pages.
Action Items: The Action Items PDF is not supported for import, and any sections included in it will not be imported into Liscio. To modify these settings, so the instructions below.
Organizer Options: Only the Classic version is supported. The Lite version is not supported.
Auto-Matching Organizers to Clients:
Taxpayer Email Address: The email address listed in the organizer must match the Primary Email Address associated with the client in Liscio.
Client ID: If a client ID is included in the organizer file name, the account will be automatically assigned as long as the client ID matches the External ID in the Liscio account.