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Bulk Printing Organizers from Intuit ProSeries

Written by Liscio Support
Updated over a week ago

  1. Open ProSeries to Organizer for 1040 HomeBase view.

  2. New vs Existing

    1. New (note, this costs $15 a client)

      1. From the File menu, choose New Client.

      2. From the Select Type window, highlight 2025 Client Organizer.

      3. Click OK.

    2. Existing

      1. select the clients to print (hold ctrl/shift to select multiple)

  3. From the File menu, select Print.

  4. Under Print To: choose File (PDF).

  5. Check the box labeled Print Full Organizer Client Copy

  6. Click the Print button.
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Important Note Before Printing ProSeries Organizers

Organizer Options: Only Full Organizers are supported. Short Organizers will not process when imported.

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