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Lacerte® organizer and engagement letter print settings for Gather

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Use these guidelines to configure your Lacerte® organizer and engagement letter print settings for a successful upload to Gather. For information on how to prepare batch Gather requests, refer to Upload Batch Gather requests.
note
Follow these guidelines to ensure a successful upload.
  • Condensed organizers are not currently supported.
  • Use the
    File (PDF)
     option in
    Print Settings
     to print to PDF.
  • Don’t include any additional headers or footers.
  • Don’t customize the questionnaire. Use the
    Questionnaire Def.
     setting.
  • Don’t include engagement letters. Print them to a separate PDF.
Print engagement letters
To create a separate PDF for your engagement letters, print an organizer with all other pages suppressed.
Selecting clients for the engagement letters
  1. Go to
    Tools
    Organizer
    .
  2. Go to
    Print Paper Organizer
     and select
    Complete Organizers
    .
  3. Select clients from the
    Available Clients
     list, then
    Add
    . The selected clients appear in the
    Selected Clients
     list.
Configure organizer settings for engagement letters
  1. Select
    Organizer Settings...
    .
  2. Use
    Select All
     to select all the organizer pages.
  3. Select
    Suppress
    .
  4. Select
    Ok
    .
Configure complete organizer settings for engagement letters
  1. Select
    Print
    .
  2. Change the following document options:
    1. Select
      Slip Sheet Type
      , then
      Suppress
      .
    2. Select
      Client Letter
      , then
      Suppress
      .
    3. Select
      Engagement Letter
      , then
      Single Window Default
      .
    4. Select
      Questionnaire
      , then
      Suppress
      .
  3. Select
    Ok
    .
Print settings for engagement letters
  1. Clear the
    Printer
     checkbox.
  2. Mark the
    File (PDF)
     checkbox.
  3. (Optional) If a PDF window with instructions from Lacerte appears, select
    Ok
    .
  4. Select
    OK
    .
  5. (Optional) If printing to a batch, change the file name to match the format
    Engagement Letter_<Client ID>
    .
  6. elect
    Save
    .
Print organizers
Configure the default questionnaire for organizers
  1. Go to
    Tools
    Organizer...
    .
  2. Select
    Questionnaire
     in the left pane to expand it.
  3. Select
    Questionnaire Def.
    .
Selecting clients for the organizers
  1. Go to
    Print Paper Organizer
     and select
    Complete Organizers
    .
  2. Select clients from the
    Available Clients
     list, then
    Add
    . The selected clients appear in the
    Selected Clients
     list.
Configure organizer settings
  1. Select
    Organizer Settings...
    .
  2. Select the
    Client Information
     page and set its action to
    Force
    .
  3. Select
    Ok
    .
note
You may include or exclude other pages as needed, but Gather must recognize at least 1 standard organizer page for a successful upload.
Configure complete organizer settings
  1. Select
    Print
    .
  2. Change the following document options:
    • For
      Address Slip Sheets
      , select
      To client
      .
    • For
      Slip Sheet Type
      , select
      Single Window Portrait
      .
    • For
      Client Letter
      , select
      Single Window Default
      .
    • For
      Engagement Letter
      , select
      Suppress
      .
    • For
      Title Page
      , select
      Suppress
      .
    • For
      Questionnaire
      , select
      Questionnaire Def
      .
  3. Set the organizer print options as follows:
    • Mark the following checkboxes:
      Hide Social Security Numbers
      ,
      Hide Bank Account Numbers
      ,
      Print page number
      ,
      Display prior year amounts
      ,
      Print client name
      , and
      Print client number
      .
    • Clear the following checkboxes:
      Print appointment
       and
      Print with codes
      .
  4. Select
    Ok
    .
Print settings for organizers
  1. Clear the
    Printer
     checkbox.
  2. Mark the
    File (PDF)
     checkbox.
  3. (Optional) If a PDF window with instructions from Lacerte appears, select
    Ok
    .
  4. Select
    OK
    .
  5. (Optional) If printing to a batch, change the file name to match the format
    Organizer Forms-<Client ID>
    .
  6. Select
    Save
    .

This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff