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Sending Organizers

Print, email, or send
Organizers

Go to
File
Print Organizers
 to print, email, or assemble electronic or PDF
Organizers
.
The
Print Organizers
 screen is where you can:
  • Print
    Organizers
     to paper
  • Print
    Organizers
     to
    GoFileRoom
  • Print
    Organizers
     to
    FileCabinet
  • Create fillable PDF
    Organizers
     to save to your computer
  • Email fillable PDF
    Organizers
  • Assemble
    Web Organizers
     to send to
    NetClient CS
  • Assemble PDF
    Organizers
     to send to
    NetClient CS
  • Assemble PDF
    Organizers
     to send to
    Onvio Client Center
To print or assemble
Organizers
:
  1. Select
    File
     then
    Print Organizers
    .
  2. Select
    Clients
    .
  3. Select the client or clients you want to create
    Organizers
     for. You can double-click clients, or use the
    Select
     or
    Select All
     buttons to move them to the
    Clients to print
     pane.
  4. Select
    OK
    .
  5. Optional:
     If you only selected one client, you can select
    Options
     to review and remove
    Organizers
     pages.
  6. In the
    Print where
     area, select a printer. If you want to print to
    GoFileRoom
     or
    FileCabinet
    , select that option as well.
  7. In the
    Print what
     area, select the type of
    Organizer
     you want to create. If you selected multiple clients, it will default to
    Per client settings
     and use the selections in
    Client Communications
    .
  8. Select
    Print
    .
If you're sending
Organizers
 to
NetClient CS
 or
Onvio
, you'll need to transmit them via
CS Connect
.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Organizer, Print
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