Bulk Printing Organizers from Intuit ProSeries

Bulk Printing Organizers from Intuit ProSeries

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.
  4. Client ID in the Filename: Include the Client ID after an underscore in the file name, e.g., "Smith, John and Jill_1234568.pdf".
    1. Check ProSeries settings to see if this can be included when printing in bulk.
    2. To rename files in bulk outside of ProSeries, refer to this tutorial: YouTube Video - Bulk File Renaming.


Printing Organizers from Intuit ProSeries

  1. Set your HomeBase View to Organizer for 1040.
  2. Highlight the clients that you want to print organizer for.
    • Hold down the Ctrl key to choose multiple files.
  3. From the File menu, select Print.
  4. In the Entire File section, select Print Short Organizer Client Copy or Print Full Organizer Client Copy.
  5. Select the number of copies you want of each client's organizer.
  6. Click the Print button.

    Contact Us

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       Call Us: (765) 566-7127
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