Organizer print sets customize the conditions in which documents print for each Individual and Fiduciary tax product, according to a tax authority and tax year combination. Organizer print sets determine the order in which documents print and can also suppress the printing of documents. The system includes a default print set. You can create 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:
Click Print Sets > Organizer Print Sets in the Customize group on the Home tab.
Select a print set from one of our 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:
Enter a name for your print set. Print set names must be unique within each tax year.
Click Create to add a print set based on the default print set for the selected tax year.
Select a different tax product tab, such as Fiduciary, if needed.
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.
Select one or more forms and the print options 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.
Option
Description
Property options
Assigns one of the following print options for the selected form in the list:
System standard. Prints based on the system standards and the prior year data.
Print if data. Prints automatically based on the current year data or the legal requirements.
Print always. Always prints regardless of existing data.
Suppress print. Never prints.
Restore Default
Restores the print order and print property of all the forms for the selected copy type and tax authority to the default settings that are set up for the firm. If a default setting is not configured for your firm, the print set is restored to the system default.
Move Up
Moves the selected form up one position in the Form list. You can also drag a form to a new position.
Move Down
Moves the selected form down one position in the Form list. You can also drag a form to a new position.
Select the print set to edit on the navigation panel.
Select a different tax product tab, such as Fiduciary, if needed.
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.
Select one or more forms and the print options that apply. Use the Ctrl or Shift keys to select multiple forms. You can also press Ctrl+A to select all forms.
Option
Description
Property options
Assigns one of the following print options for the selected form in the list:
System standard. Prints based on the system standards and the prior year data.
Print if data. Prints automatically based on the current year data or the legal requirements.
Print always. Always prints regardless of existing data.
Suppress print. Never prints.
Restore Default
Restores the print order and print property of all the forms for the selected copy type and tax authority to the default settings that are set up for the firm. If a default setting is not configured for your firm, the print set is restored to the system default.
Move Up
Moves the selected form up one position in the Forms list. You can also drag a form to a new position.
Move Down
Moves the selected form down one position in the Forms list. You can also drag a form to a new position.
Select an option to save your changes:
Click on the button bar to save your changes.
Click on 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.
Click Form Search on the button bar to locate Organizer forms in the open print set.
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.
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.
Click Find Next to find the next occurrence of your search criteria or click Cancel to close the Search window.
Click above the Forms list to display print options for the following:
Selected tax product
Selected tax authority
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.
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.
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.
If needed, select a watermark to display in the print background, diagonally from the lower-left to the upper-right corner of the page.
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.
Add a print set
on the button bar to save your changes.
on 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.
above the Forms list to display print options for the following:
above the Forms list to display the Save As window.