Open ProSeries to Organizer for 1040 HomeBase view.
New vs Existing
New (note, this costs $15 a client)
From the File menu, choose New Client.
From the Select Type window, highlight 2025 Client Organizer.
Click OK.
Existing
select the clients to print (hold ctrl/shift to select multiple)
From the File menu, select Print.
Under Print To: choose File (PDF).
Check the box labeled Print Full Organizer Client Copy
Click the Print button.
Important Notes Before Printing
Organizer Options: Only Full Organizers are supported. Short Organizers will not process when imported.
Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such as questionnaires), and engagement letters.
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.
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: Using the format '2023 Individual smith001_23o_FC.pdf,' where 'SMITH001' represents the client ID, the account will be automatically assigned if the client ID matches the External ID in the Liscio account.