Bulk Printing Organizers from CCH

Bulk Printing Organizers from CCH

Important Notes Before Printing

  1. 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.
  2. 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.
  3. Auto-Matching Organizers to Clients:
    1. Taxpayer Email Address: The email address listed in the organizer must match the Primary Email Address associated with the client in Liscio.
    2. Client ID in the file name: Print the organizers by ID to enable account auto-matching if the Liscio Account's 'External ID' matches the ID in the file name. The file name should look similar to this "2023US ISMITH001 Organizer V1.pdf" - instructions below.

Printing Organizers from CCH


  1. Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing.
  2. Select New Job > Print > Organizers from the Job Management group on the Home tab.
  3. Under Return Type, it is best practice to select 1040 Individual.
    1. You can further filter down the amount of returns available for printing by using the other filters, if desired.
  4. Click Go. If there is a large number of returns, a progress window displays.
  5. Use the Return ID column to determine the Organizers to print.
    1. Select individually - Select the check boxes to the left of the returns to include in your batch job.
    2. Select all - Select the box at the top of the column to select or clear all returns in the grid.
  6. The Authorizations column displays Yes for Organizers that require authorizations.
    1. Click the down arrow beside Authorization Summary to view required authorizations for selected Organizers.
    2. Applicable federal, state, or consolidated authorizations are deducted when printing Organizers unless previously authorized.
  7. Click Continue.
    1. Your filter selections are saved the next time you create the same job type.
    2. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.
  8. Under Print to, select PDF.
  9. Under Path, select a destination for the printed organizers.
  10. Under Additional options, select ID under Name PDF Files By to enable auto-matching if the Liscio Account's 'External ID' matches this ID.
  11. Click Submit Job.

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