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.
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Important Note Before Printing ProSeries Organizers
Organizer Options: Only Full Organizers are supported. Short Organizers will not process when imported.
