Printing Blank Organizer Forms

Return Manager offers you the ability to print blank Organizer forms for new clients with no pre-existing Tax data.

To print a blank Organizer, do the following:

1. In Return Manager, select Print > Print Blank Organizer Forms on the Utilities menu.
2. Select the Organizer year and the return type.
3. Select the forms to print on the navigation panel. To select all forms, select the check box beside Select All at the top of the navigation panel.
4. 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.
5. 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.
   PDF	Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file. Note: In Windows 8, Windows Reader is the default viewer for PDF file types. To change your default viewer to Adobe® Acrobat® or Adobe® Reader®, right-click a PDF file and select Open with > Choose default program from the menu. Select an Adobe version, select Always use the selected program to open this kind of file, and then click OK.
   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 each selected form and prints up to nine copies of each selected form to the printer configured in Printer Setup.
   Printer and TIFF	Creates a TIFF file containing one copy of each selected form and prints up to nine copies of each selected form to the printer configured in Printer Setup.

6. If you are sending copies to a printer or document imager, you can select a print device.
7. 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 for your firm's settings and defaults. 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.
8. If you are creating a PDF or TIFF file (with or without printing to a printer), enter a file path or click Browse to select the file location, and then enter the file name. Or, accept the default location and name, which can be the previously entered value or the default path. See Naming Print Files for the system default naming conventions and other important considerations.
9. Click Print to initiate the print process.

Note: Blank organizers can be sent to Document, if the appropriate user option is selected. See Setting Your Document and Engagement Interface User Options for more information.