Bulk Printing Organizers from Lacerte
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".
Note: Lacerte only allows dashes (-) in file names, not underscores (_). - To rename files in bulk to include the Client ID, refer to this tutorial: YouTube Video - Bulk File Renaming.
Printing Tax Organizers from Lacerte
- Go to the Clients list to view the list of your clients.
- From the Tools menu, select Organizer.
- 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.
- Select the type of Organizer you want to print:
- Highlight the clients under the Available Clients section.
- To highlight multiple clients, hold down the Ctrl key and select the applicable clients.
- Select Add. to move the highlighted clients from the Available Clients section to the Selected Clients section.
- 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.
- 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.
- Select the applicable Document Options.
- Select OK.
- Select the desired Document Options and Organizer Print Options.
- Select OK.
- Select the applicable Printer from the Print Settings window.
- Select OK.
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