Printing Organizer Forms in a Batch

An Organizer is a questionnaire based on current year Individual or Fiduciary returns that is provided to clients to obtain information for the next year's return. You can create, edit, and import Organizer letter templates for Individual and Fiduciary returns in Correspondence Manager. See Managing Organizer Letters for information about customizing Organizers.

Batch Manager allows you to set filter criteria to select specific Organizer forms for batch processing. Organizers that you batch print to PDF are processed and then available for you to download. See Downloading PDF Print Files for more information.

Do the following to submit or schedule a batch job to print Organizers:

1. Open Dashboard, click Application Links on the navigation panel, and then click Batch Manager under Tax.
2. Select New Job > Print > Organizers from the Job Management group on the Home tab.
3. Use the filters to limit what displays in the grid. Click the Select Returns bar to show or hide filters. Setting filters to a value other than All results in fewer returns displayed in the grid.

Example: To see only Individual returns, select 1040 Individual from the Return Type list.

Explain how to show, hide, or replace filters.

• Hide or replace. You can hide or replace all filters except the Tax Year and Return Type filters by clicking the down arrow beside the filter name. Select another filter to replace the current one or click Remove to hide the filter.
• Show. Click Add Filter and select an available filter from the list.

Explain the available filters and processing options.

Component	Description
Tax Year	Displays the selected tax year in the grid.
Return Type	Displays Individual, Fiduciary, or both return types in the grid.
Office	Displays all offices in the grid or limits the grid display to one office.
Business Unit	Displays all business units in the grid or limits the grid display to one business unit. This filter is available if your firm has configured at least one business unit.
Return Group	Displays all return groups in the grid or limits the grid display to one return group.
Last Activity	Displays all activities in the grid or limits the grid display to one activity.
Signer	Displays all signers in the grid or limits the grid display to one signer.
Return Status	Displays all return statuses in the grid or limits the grid display to one status.
Status	Displays all roll forward statuses in the grid or limits the grid display to one status.

4. Click Go to display results for your filter criteria in the grid. If there is a large number of returns, a progress window displays.
5. Refer to or sort the Return Status column to determine the Organizers to print.

You may also consider sorting the Password Protect column to locate returns that will require you to enter a password before continuing the batch process. You will also have the option to skip password protected returns.

6. Do any of the following:
   • Select individually. Select the check boxes to the left of the returns to include in your batch job.
   • Select all. Select the box at the top of the column to select or clear all returns in the grid.
   • Review required authorizations. Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected Organizers. Applicable federal, state, or consolidated authorizations are deducted when Organizers are printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for Organizers that require authorizations.
   1. Show me the grid options.

   Component	Description
   Show selected returns only	Select to display only the returns that you have selected in the grid. Clear the check box to show all filtered returns.
   Find Next	Enter the complete criteria to search for specific records or enter partial information to search for similar matches in the Search box located at the top of the window. Then, click Find Next to select the first or next occurrence of your search criteria in the grid. Note: You can enter alpha, numeric, and special characters to locate records.
   Hide/Show Filters	Click the double up or down arrows near the top of the window to alternately hide or show filters, giving you more or less area in the window to review returns in the grid.

7. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.
8. Select your print options. See Selecting Organizer Print Options for more information.
9. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.

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.

Note: To print blank organizers, go to Return Manager, and then select Print > Print Blank Organizer Forms on the Application menu.