Bulk Exporting Organizers from Drake
- From the Home window of Drake, select Last Year Data > Organizers.
- Click OK to Envelope Slip Sheet and/or Referral Coupon popup. Note: This message will display if you have not set up the envelop slip sheet under Setup > Options > Optional Documents or the referral coupon under Setup > Options > Client Communications.
- Select the Summary organizer.
- Do not enter or select anything on the Organizer Client Selection window. Leave the Selected Clients section blank and click Next.
- The Organizer Filter Selection screen is displayed.
Select a filter, such as All Individual (1040) Clients, from the drop list under Select a Filter. You may edit the filter for additional search criteria if necessary. Click Edit Filters and edit as needed.
Also select your sort option: Taxpayer ID, Taxpayer Last Name, Zip Code, etc. from the drop list under Sort Options. - Click Next.
- The Basic Search Conditions window is displayed.
Select the Return Type, Return Result, Activity, and Preparer and Firm as needed. - Click Continue.
- Select from the Additional Proforma/Organizer Options as needed. To make changes to the organizers, choose Custom Editor or Form Options, as needed.
- Click Process [return type]. You can see the software search through your filter on the Proforma/Organizer Status window.
- The Print Organizers/Proformas window is displayed.
- If you want to check the forms appearing in any one of the organizers listed, highlight that client and select View. When finished, click OK.
- Choose the clients you need from the list, or choose Select All, and click Print. ONLY mark the option to Send documents to Printer and/or Save PDF copies of documents to Drake Documents, but make sure ALL OTHER boxes are UNCHECKED.
- Choose to send the documents to your printer, save to Drake Documents, upload to Drake Portals, and/or generate fillable PDFs.
- From the Print Dialog window, select your printer and/or follow the prompts (depending on print options chosen).
Note: You can select Help on any screen for more detailed instructions.
Contact Us
Related Articles
Bulk Exporting Organizers from Lacerte
Go to the Clients list to view the list of your clients. From the Tools menu, select Organizer. Select Print Paper Organizer from the left navigation panel. If you get the Intuit Link Welcome screen, click Don't Show this again or Tell me later to ...
Bulk Exporting Organizers from ATX
In Return Manager, mark the returns for which you want to print an Organizer. Go to Returns > Organizers > Print Organizers for Marked Returns. The Print Organizers for Marked Returns dialog box appears: Click Print Organizers For Marked Returns ...
Bulk Exporting Organizers from UltraTax
Important Settings Before Exporting PDF files need to have the External ID AFTER the underscore in the file name. A correct file name might look like: SMITH, JOHN & JILL_2023_Organizer_JSMI1234.pdf To make sure that your External ID is after the ...
Bulk Exporting Organizers from CCH Axcess
Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing. Select New Job > Print > Organizers from the Job Management group on the Home tab. Use the filters to limit what displays in the grid. Setting filters to a ...
Bulk Exporting Organizers from Intuit Proseries
Set your HomeBase View to Organizer for 1040. Highlight the clients that you want to print organizer for. Hold down the Ctrl key to choose multiple files. From the File menu, select Print. In the Entire File section, select Print Short Organizer ...