Bulk Printing Organizers from Intuit ProSeries

Bulk Printing Organizers from Intuit ProSeries

Important Notes Before Printing

  1. Organizer Options: Only Full Organizers are supported. Short Organizers will not process when imported.
  2. 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.
  3. 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.
  4. 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: If the client ID in the file name matches the Liscio account's 'External ID,' the account will be automatically assigned. The file name should look similar to this "2023 Individual smith001_23o_FC.pdf."

Printing Organizers from Intuit ProSeries

  1. Open the organizer for the client that is to be printed.
  2. From the File menu, select Print.
  3. Under Print To: choose File (PDF).
  4. Check the box labeled Print Full Organizer Client Copy.
  5. Set the desired number of copies to print.
  6. Click Print.


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