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Print Organizers dialog
If you are licensed for UltraTax/1040 Client Organizer, use this dialog to generate printed client organizers, send organizers to FileCabinet CS (if licensed), email fillable PDF client organizers to clients, or provide them through a personalized, private web portal using the web organizer feature.
note
Because each browser uses their own version of PDF viewers, it is recommended to use Adobe Reader to fill out the organizers. If a browser must be used, FireFox is the best option.
To open this dialog, choose File then Print Organizers.
From this dialog, you can also open other dialogs in which you can perform the following tasks.
- To override the print collation for one print job, select the Options button. Print collations for organizers are determined in the Setup, 1040 Individual, Organizer tab, Organizer, then Return Collation dialog. To override the collation setup for this print job only, select the Options button, select the desired pages, and choose OK.
- Select the clients for whom you want to print organizer pages.
Fields & buttons
Print where group box
Printer
Mark this checkbox if you want to print paper copies of the selected documents or if you want to print to the UltraTax CS Spool.
note
You must mark this checkbox in order to deliver organizers via the Email PDF, PDF to file, or Web options but these items will not use the UltraTax CS Spool.
Printer name
Unless you are printing to the UltraTax CS Spool, this field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, choose the Printer button.
FileCabinet CS
Mark this checkbox if you want to store copies of the selected documents in FileCabinet CS.
note
- This checkbox is available only if you are licensed for FileCabinet CS and have it installed.
- If you mark only this checkbox and not thePrintercheckbox, the Print button at the bottom of this dialog becomes the To Cabinet button. Select this button to print the selected documents to FileCabinet CS.
- An organizer cannot be printed to File Drawer.
FileCabinet CS data location
Use this drop-down list to choose the FileCabinet CS data location where you want to print the selected documents. This field is available only if you mark the
FileCabinet CS
checkbox, are licensed for FileCabinet CS, and have it installed.Printer button
Select this button to open the Select Printer dialog in which you can change the default printer for UltraTax CS or choose the UltraTax CS Spool for this print job.
Print what group box
Paper
Mark this option to print the organizer or the client copy of the return to paper.
Email PDF
Mark this option to print the organizer to a fillable Portable Document Format (PDF) file and attach it to an email message.
note
- You must enter client and firm email addresses and configure other email options before using this feature. To do so, choose Setup then Client Communications.
- Use the Email To column in the Setup then Client Communications dialog to designate the addresses to which email communications (such as returns and organizers sent via email, or confirmation emails for web delivery and web organizers) are sent: the taxpayer's, the spouse's, or both.
PDF to file in
Mark this option to print the organizer to a fillable PDF file and store it in the location specified. Select the Browse button adjacent to this field to select the destination for the PDF file.
note
If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.
Web
Mark this option to print the organizer to a fillable PDF file that your clients can access via the Web.
note
- If you entered your firm's website address on the Web Delivery Options dialog (Setup, Client Communications, then Web Delivery Options button) and added the link to your website, your client can open this document by selecting that link. Otherwise, your client will open this document by selecting a link in the email that is automatically generated when you upload the file via CS Connect.
- Use the drop-down list in the Web Delivery Options dialog, accessible via the Setup then Client Communications dialog, to select which email address (Firm, Preparer, Reviewer, or Staff) UltraTax uses to send clients notification emails about their web organizers and web tax returns. If a client does not have a preparer or staff member assigned, or if the assigned preparer or staff member does not have an email address entered, the firm's email address is used.
Per client settings
Mark this option to send organizers to the destination specified in the Organizer Delivery column of the Setup then Client Communications dialog.
Other fields and buttons
Log event
Mark the checkbox if you want to update the client's status when you print. Use the drop-down list to select the status event that you want to log when the client is printed.
note
This field is not available until you set up custom status events using the Setup, Office Configuration, then Status tab.
Options button
By default, UltraTax CS prints the items based on the collation set in the Return Collation or Input Screen Printing dialog. Select this button to open the Print Options dialog which you can use to select different items to print for the open client. (The dialog that opens varies depending on what you are printing.)
note
- UltraTax CS calculates the return before opening the Print Options dialog.
- You cannot modify the print collation if you are printing items for two or more clients at the same time.
Clients button
Select this button to open the Select Clients to Print dialog, in which you can choose the clients whose documents you want to print. By default, UltraTax CS will print the open client's documents.
note
If you are printing items for two or more clients at the same time, you cannot modify the print collation for this print job.
Preview button
Select this button to preview the forms, organizers, or input screens on the screen before you print them.
note
This button is not available if you are printing items for two or more clients at the same time.
Copies
To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.
note
By default, the number of copies entered here is retained for subsequent print jobs. To rest the number back to 1, clear the
Retain the number of copies selected on the Print dialogs
checkbox in the Setup, User Preferences, then Misc tab.This article applies to:
- Product: UltraTax CS, UltraTax CS