The Print Center offers multiple printing options in one convenient place. Multiple documents can be printed in one job. The Print Center also consolidates the printing of client returns, organizers, consent forms, labels, and blank forms. You can access the Print Center in any of the following ways:

• From within a return, click File > Print Client Return
• Select any Print command under the Preparer top menu.
• From within a return, click the Print button found in the toolbar under the main menu.

What is a Client Organizer?

The Client Organizer is a portfolio of client return information designed to help you obtain tax information in advance. Imported returns will include prior year tax information to compare with the current tax year.

The Client Organizer portfolio includes:

• A Cover Sheet
• Personal Information
• Income
• Deductions
• Payments

Print Client Organizer

To print Organizers, click Preparer in the top menu, then Print Organizers.

1. Select the clients for whom you want to create Organizers.
2. Select the Print Applicable Organizers radio button to print only the documents that directly apply to the client’s return. To choose specific Organizer documents to print, select Print Selected Organizers instead.
3. Select the items to include in the organizer, then click the Print button.

Related Links

• Print Consent Forms, Invoices, and Reports
• Print Client Labels
• Professional Editions