Printing Organizers

Objective

In this exercise, you will print the Organizer Options and a Blank, Partial, Condensed, and Complete Organizer.

Facts

Option: Instead of creating the following sample client, you can use a client that already exists in your 2004 program.

Enter the following information for a sample client in the 2004 program:

Use the default Organizer Options and print the following:

• Blank Organizer
• Complete Organizer
• Condensed Organizer
• Partial Organizer that includes only the Wages and Pensions pages

Program Considerations

In the Organizer window, you can set options, edit documents, and print blank, partial, or complete organizers.

In the Print Options, there are three sections: Organizer Pages, Document Options, and Organizer Selections.

• The Organizer Pages section lists the available pages that you can print as part of your Tax Organizer, and gives you the flexibility to change the settings for each option according to your needs. You can set each option once to print each page with all your Tax Organizers, or you can change each option frequently to accommodate different client situations. Each page can be set to Suppress, When Applicable, or Force.
• The Document Options section allows you to customize the appearance of your Slip Sheets, Title Pages, Letters, and Questionnaires that print with the Tax Organizer. You can set the options once and print similar Organizer pages for all your clients, or you can change the options frequently to accommodate different client situations.
• The options in the Organizer Selections section allow you to print amounts from a client's 2004 tax return in the 2004 column of the Tax Organizer pages. You can use the 2004 amounts as a reference when gathering tax information prior to a tax interview for 2005. There is also an entry to enter the applicable firm number to print the corresponding Firm Information at the top of the Client Information page for blank organizers. To print the default Firm Information, leave this field blank.

Condensed Organizer

The Condensed Organizer addresses only the most common income and deduction categories and does not require the taxpayer to enter information when a government document exists (W-2). It can be customized by adding Organizer pages not included in the default Condensed Organizer (i.e., Schedule C), and provides the taxpayer with a Condensed Questionnaire.

How?

To print a Blank Organizer:

1. On the Tools menu click Organizer.
   
   
2. Click Blank Organizers under the Print tree.
   
   
3. Click US on the right side of the window.
   
   

   Note: If you check the box next to US, all organizer pages are selected. Check the box again to deselect all pages.



4. Check the box for each page to include.
5. Click Print. 

To print a Partial Organizer:

1. On the Tools menu click Organizer.
   
   
2. Click Partial Organizers under the Print tree.
   
   
3. Select client ORG1 in the Available Clients list and click Add.
   
   
4. Click Print.
5. Select the desired Organizer Pages, Document Options, and Organizer Print Options and click OK.
   
   

To print a Complete Organizer:

1. On the Tools menu click Organizer.
   
   
2. Click Complete Organizers under the Print tree.
   
   
3. Select client ORG1 in the Available Clients list and click Add.
   
   
4. Click Print. 
5. Click Yes on the Complete Organizers Options confirm dialog.
   

   Note: If you previously set or adjusted your Complete Organizer Options this dialog box will not automatically display. To change the Complete Organizer Options, click the Organizer Settings button.

   
6. Select the desired Organizer Pages and Global Document Options and click OK.
   
   
7. If desired, set the Document and Print Options for this print job and click OK.
   
   

To print a Condensed Organizer:

1. On the Tools menu click Organizer.
   
   
2. Click Condensed Organizers under the Print tree.
   
   
3. Select client ORG1 in the Available Clients list and click Add.
   
   
4. Click Print. 
5. Click Yes on the Condensed Organizers Options confirm dialog. 
   

   Note: If you previously set or adjusted your Condensed Organizer Options this dialog box will not automatically display. To change the Condensed Organizer Options, click the Organizer Settings button.

   
6. Select the desired Document Options and Organizer Print Options and click OK.
   
   
7. If desired, set the Document and Print Options for this print job and click OK.
   
   

Tips & Shortcuts

You can pre-select the clients before opening the Organizer window. The highlighted client will then already appear in the Selected Clients list.

Use the Organizer Input feature to quickly input the items from completed organizers.

Review

You should have printed blank, partial, complete, and condensed organizers for the sample client.

Troubleshooting

Problem: The Engagement Letter is printing with the Organizer, but I want to use a custom letter I created instead.

Solution: In the Document Options section of the print window, set the option for the Engagement Letter to Suppress.

Problem: The prior year amounts are not printing on the Organizer pages.

Solution: In the Organizer Print Options, select the option to Display prior year amounts.



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