Selecting Organizer Print Options

The Print Organizers Options window displays after you select the Organizers for the print job. See Printing Organizer Forms in a Batch for more information.

To set your Organizer print options, do the following:

  1. Select how to manage client data. ClosedExplain the client data options.
  2. Select your print destination and formatting options. ClosedExplain the printing options.
  3. Do one of the following:
    • When printing to a printer, select to sort Organizers by client name or client ID.
    • When printing to PDF, select to include only the client ID or both the client name and client ID in the PDF file name.
    • Examples:

      • ID.

        <YYYY><US> <system letter><Client ID> <Organizer V#>

      • (2015US IABC123 Organizer V1)
      • Name and ID.

        <YYYY><US><system letter> <Client Name> <Organizer> <Client ID> <V#>

      • (2015USI Smith, John Organizer ABC123 V1 )
  4. Select an Organizer print set from the list. Organizer print sets determine the conditions that documents print for Individual and Fiduciary tax products, according to a tax authority and tax year combination. See Managing Organizer Print Sets for more information.
  5. If needed, select to create all specified Organizers. This selection overrides the option to suppress Organizer processing on the General > Return Options > Pro Forma and Organizer Options worksheet.
  6. Do one of the following to complete your job:
    • Click Submit Job to submit the job for immediate processing.
    • Click Schedule Job to schedule the job for another time.

Important: Unless printing to PDF, your machine must remain connected to the internet for print jobs to process. PDF files are processed by the system and do not require your internet connection.