The Organizer window allows you to print an Organizer An application that collects Individual and Fiduciary tax return data from the current tax year. Organizers are printed and sent to clients of the firm so financial information for the next tax year can be added. Organizers assist the tax preparer with gathering the information necessary for completing Individual and Fiduciary tax returns for the upcoming tax year. that is related to the prior year Individual or Fiduciary return data to any print destination.
Printing Organizers is accessible from a prior year return only and is available when the current year Organizer applications are released in November. Organizers can be reprinted as needed.
To print Organizers, do the following:
From an open
prior year Individual or Fiduciaryreturn, select Print > Print <tax year> Organizerfrom the Application menu. If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding, or to continue the print process without calculating.
Select or enter the number of print copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.
Select a print destination.
Destination Description Printer Defaults to the printer configured in Printer Setup or your last selected printer. You can select another device from the list of installed printers, if needed. Document Imager Available if Printer Setup contains a document imager driver configuration.
Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.
TIFF Prints one copy to a Tagged Image File Format (TIFF) graphics electronic file. Printer and PDF Creates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup. Printer and TIFF Creates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
If you are sending copies to a printer or document imager, you can select a print device.
Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited using Dashboard > Application Links > Firm > Settings and defaults > Print. You can enter other text, but it will not be saved in the watermarks list. The watermark you select or enter applies to all selected print items.
If you are creating a PDF or TIFF file (with or without printing to a printer), do one of the following:
- Accept the default location and name, which can be the previously entered value or the default path.
- Enter a file path, or click Browse to select the file location, and then enter the file name.
See Naming Print Files for the system default naming conventions and other important considerations.
- Do the following to secure the printed PDF, if PDF is selected as the print destination:
- Select Password protect PDF.
- Enter and confirm a password from eight to twenty characters.
Select an Organizer print set. Organizer print sets customize the conditions that documents print for each Individual or Fiduciary tax product and tax authority. Print sets can also determine the order in which documents print and suppress the printing of documents. If no print set is selected, the default print set is used. See Using Organizer Print Sets for more information.
Click Print or another command. Explain the print commands.
Initiates the print process.
You can send tax return files to Engagement or Document when you initiate a PDF print process, provided you have the proper user option settings. Document also accepts TIFF files. See the following topics for more information:
Preview Displays the print items in a new window to preview the current print job. You can also start the print process on the Preview window. Cancel Closes the window without saving settings.