Bulk Exporting Organizers from Lacerte

Bulk Exporting Organizers from Lacerte

Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters.

Organizers are matched to clients by the Client ID in the filename and the Account External ID on the Account in Liscio. We can only make a match if the Client ID is AFTER the underscore: "Smith, John and Jill_1234568.pdf"

Lacerte only allows for a dash, no underscores. We are working to match by email address for Lacerte as well. In the meantime, the following can be done: manually change the file name, match the client to the organizer when sending, or rename files in bulk with these instructions: https://www.youtube.com/watch?v=NtFOhvWPlIE.

  1. Go to the Clients list to view the list of your clients.
  2. From the Tools menu, select Organizer.
  3. 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 continue printing organizers.
  4. Select the type of Organizer you want to print:
    • Complete Organizers
  5. Highlight the clients under the Available Clients section.
    • To highlight multiple clients, hold down the Ctrl key and select the applicable clients.
  6. Select Add. to move the highlighted clients from the Available Clients section to the Selected Clients section.
  7. Select Print
    • If this is your first time printing organizers for this year, you'll be asked to if you want to set your Organizer Options. Click Yes to set your Organizer Options.
  8. Select the Organizer Pages you want to include with the organizer. This window will change depending on the Organizer Type selected in step 4.
    • Suppress omits the page from the Organizer even if the clients prior year tax return requires information from this page.
    • Force prints the page even if the clients prior year tax return didn't require information from this page.
    • When Applicable prints the page only if the clients prior year tax return requires information from this page.
  9. Select the applicable Document Options.
  10. Select OK.
  11. Select the desired Document Options and Organizer Print Options.
  12. Select OK.
  13. Select the applicable Printer from the Print Settings window.
  14. Select OK.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
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