Using Organizer Print Sets

Organizer print sets customize the conditions in which Organizers print for each Individual and Fiduciary tax product, according to a tax authority and tax year combination. Organizer print sets can also determine the order in which documents print and suppress the printing of documents. Tax is installed with an Organizer print set named Default. You can create any number of custom print sets for your firm. You can also save the default as a new print set and edit as needed.

Prior year print sets are carried into the next year. If there is an existing print set with the same name in the next year as in the prior year, the prior year print set is not carried forward. Print set names must be unique within each tax year.

Opening Print Sets

To open an Organizer print set, do the following:

  1. Click Print Sets > Organizer Print Sets in the Customize group on the Home tab to display the Organizer Print Sets window.

    2. Note: You can also click Configure > Organizer print sets under Tax on the Dashboard Application Links window.

  2. Select a print set from one of your installed tax years on the navigation panel.

The Organizer Print Sets navigation panel displays the default print set and any custom print sets configured for the firm under each installed tax year. When you select a different tax year or print set, you must save the current print set to retain any unsaved changes.

Using Print Set Features

The list of Organizer forms for the selected tax product and tax authority displays in the Form list.

Select from the following options to manage print sets:

ClosedAdd a print set.

  1. Click New on the button bar.
  2. Select a different tax year, if needed.
  3. Enter a name for your print set. Print set names must be unique within each tax year.
  4. Click Create to add a print set based on the default print set for the selected tax year.
  5. Select a different tax product tab, such as Fiduciary, if needed.
  6. Select a tax authority from the list of all supported and installed federal, state, and city tax authorities.  Forms are organized in groups. Expand or collapse form groups, as needed. You can reorder forms and form groups by dragging a selected item to a new location in the list.
  7. Select one or more forms and the Property and additional Closedoptions that apply. To select items next to each other, press and hold Shift while clicking the first and last items in the list. To select items that are not next to each other, press and hold Ctrl while clicking each item you want to select. You can also press Ctrl+A to select all forms. The Property column is updated based on your selections.
  8. Click on the button bar to save your changes.

ClosedEdit a print set.

  1. Select the print set to edit on the navigation panel.
  2. Select a different tax product tab, such as Fiduciary, if needed.
  3. Select a tax authority from the list of all supported and installed federal, state, and city tax authorities. Forms are organized in groups. Expand or collapse form groups, as needed. You can reorder forms and form groups by dragging a selected item to a new location in the list.
  4. Select one or more forms and the print Closedoptions that apply. Use the Ctrl or Shift keys to select multiple forms. You can also press Ctrl+A to select all forms.
  5. Select an option to save your changes:
    • Click on the button bar to save your changes.
    • Clickon the button bar to save, copy, and rename your changes with a unique print set name for the selected tax year. If you edited the default print set, you must save your changes as a new print set.

ClosedDelete a print set. 

  1. Select the print set to delete on the navigation panel.
  2. Click Delete on the button bar.
  3. Click Delete on the confirmation window to delete the open print set.

Note: You cannot delete the default print set.

ClosedSearch for forms.

  1. Click Form Search on the button bar to locate Organizer forms in the open print set. The Search window displays.
  2. Enter your search criteria. You can search for standard and special characters. Enter a complete form's name to search for a specific form or enter partial information to search for similar matches.
  3. Select one of the following search methods:
    • Contains. The system will locate list items that include your search criteria anywhere in the form name. Select Contains to search for similar matches.
    • Exact Match. The system will only locate list items that exactly match the criteria you enter.
  4. Click Find Next to find the next occurrence of your search criteria or click Cancel to close the Search window.

ClosedPrint a print set report.

  1. Click above the Forms list to display print options for the following:
    • Selected tax product
    • Selected tax authority
  2. Select or enter the number of copies. You can print from one to nine copies if you are printing to the printer, printer and PDF, or printer and TIFF option. You can send only one copy to a document imager, PDF, or TIFF file.
  3. Select the print destination. If you select to print to a printer and PDF or TIFF file type, up to nine copies can be sent to the printer and only one copy can be included in the PDF or TIFF file.
  4. If your output includes a printer or document printer, you can select a print device. The default printer is the previously selected device or the device selected in Printer Setup.
  5. You can select a watermark to display in the print background, diagonally from the lower-left to the upper-right corner of the page.
  6. If you are printing to a PDF or TIFF file, with or without sending to a printer, enter or browse to the location to save the report.
  7. Click Print to print the custom print set report.

ClosedExport a copy of the print set to Excel®.

  1. Click above the Forms list to display the Save As window.
  2. Accept the default location and file name, or enter different information.
  3. Click Save to export the custom print set report.

Note: You can print a blank Organizer from Return Manager > Application button > Print.