Bulk Printing Organizers from UltraTax

Bulk Printing Organizers from UltraTax

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. Form-Fillable Organizers: Form-fillable organizers generate significantly larger file sizes compared to non-fillable organizers. We recommend using the non-fillable version for bulk printing. However, both are supported.
  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. Questionnaires: We do not support Tax Organizer PDFs printed with only the questionnaire. Organizers must contain Tax Organizer pages.
  5. Action Items: The Action Items PDF is not supported for import, and any sections included in it will not be imported into Liscio. To modify these settings, so the instructions below.
  6. Organizer Options: Both Classic and Lite versions are supported. If you have a client with schedules, be sure to print the Classic version. Schedules are not supported in Lite once imported into Liscio.
  7. 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.
  8. 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. Note: If you have existing integrations, like GoFileRoom, that rely have the file name in a different order, do not change the settings globally. You can change a specific users settings so they can print organizers, then change it back to your regular print settings.
    2. To make sure that your External ID is after the underscore:
      1. Click Setup
      2. Select Office Configuration
      3. Click Print Options
      4. Click PDF File Options...
      5. Make your positions this order:
        1. Position 1: Client Name
        2. Position 2: Tax Year
        3. Position 3: Document Name
        4. Position 4: Client ID

Reassigning Client Delivery Method (PDF to File) *Required

Note: You'll only need to do this one time and UltraTax will remember your delivery settings for future years.

If your clients are not already set to an Organizer Delivery Method of File (PDF) in Setup > Client Communications, you should take the following steps to change this setting for all of them en masse:

1. Select Edit > Reassign Clients.
2. Select all applicable clients to the right pane.
3. Select Organizer Delivery Method from the Category drop-down box.
4. The field below will change to be titled Organizer Delivery; select File (PDF) from the drop-down.
5. Click the Reassign button at the bottom.

For more information, visit the Thomson Reuters help articles for Specify organizer delivery preferences and Reassign Clients dialog.

Printing Organizers from UltraTax

1. Go to File > Print Organizers
      a. It's normal to see the Delivery Method section greyed out after using Reassign Clients, above.
      b. Note: make sure Password protect files is not selected or your import will not work.
2. Click Clients
3. Make sure your focus is set to only 1040. Select your clients to print, or hit Select All if you want every organizer printed.
4. Click Assemble
5. UltraTax will give you a message that your files have been printed successfully.  You can press Open Target Folder to see the download location, or hit OK to finish your export.

Modifying Action Items

From your 1040 Product Information page:
1. Click Organizer under Collation



2. Scroll and find Deposit & Electronic Funds Withdrawal
3. Ensure that Include in Electronic Org is checked
4. Ensure Action Items PDF is not checked



    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
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