Bulk Printing Organizers from CCH
Important Notes Before Printing
- 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.
- 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.
- Auto-Matching Organizers to Clients:
- Taxpayer Email Address: The email address listed in the organizer must match the Primary Email Address associated with the client in Liscio.
- Client ID in the Filename: Include the Client ID after an underscore in the file name, e.g., "Smith, John and Jill_1234568.pdf".
- Check CCH settings to see if this can be included when printing in bulk.
- To rename files in bulk outside of CCH, refer to this tutorial: YouTube Video - Bulk File Renaming.
Printing Organizers from CCH
- 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 value other than All results in fewer returns displayed in the grid.
- Click Go to display your filter criteria in the grid. If there is a large number of returns, a progress window displays.
- Refer to or sort the Return Status column to determine the Organizers to print.
- Do any of the following:
- Select individually - Select the check boxes to the left of the returns to include in your batch job.
- Select all - Select the box at the top of the column to select or clear all returns in the grid.
- Review required authorizations - Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected Organizers. Applicable federal, state, or consolidated authorizations are deducted when Organizers are printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for Organizers that require authorizations.
- Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. 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.
- Select your print options.
- Do one of the following:
- Click Submit Job to submit the job for immediate processing.
- Click Schedule Job to schedule the job to process at another date and time.
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