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This article applies to:

  • Product: safesend
  • Subject: Print
  • Audiences: Staff

Lacerte® print settings for organizers and engagement letters

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This article contains information about the required print settings to use for Lacerte® organizers and engagement letters. For information on how to prepare batch organizers, refer to Uploading Batch Organizers.
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.
  • When printing a Lacerte® organizer to PDF:
    • Don’t include engagement letters. Print them to a separate PDF.
    • The
      Client Information
       page needs to be included in organizer PDFs.
Printing Engagement Letters
To create a separate PDF for your engagement letters, you 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 and select
    Add
    . They’ll appear in the
    Selected Clients
     list.
Configuring Organizer Settings for Engagement Letters:
  1. Select
    Organizer Settings...
    .
  2. Select
    Select All
     to select all the organizer pages.
  3. Select
    Suppress
    .
  4. Select
    Ok
    .
Configuring Complete Organizer Settings for Engagement Letters:
  1. Select
    Print
    .
  2. Change the following document options:
    • Select
      Slip Sheet Type
       and select
      Suppress
      .
    • Select
      Client Letter
       and select
      Suppress
      .
    • Select
      Engagement Letter
       and select
      Single Window Default
      .
    • Select
      Questionnaire
       and select
      Suppress
      .
  3. Select
    Ok
    .
Print Settings for Engagement Letters:
  1. Clear the checkbox next to
    Printer
    .
  2. Mark the checkbox next to
    File (PDF)
    .
  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. Select
    Save
    .
Printing Organizers
Configuring the Default Questionnaire for Organizers
  1. Go to
    Tools > Organizer...
  2. Select
    Questionnaire
     to expand it.
  3. Select
    Questionnaire Def.
     and make sure the settings match what is shown below.The Questionnaire Def. text editor is open and displays the following text: ¶If any of the following items pertain to you or your spouse for [ORGTAXYEAR].¶ please check the appropriate box and provide additional information if necessary.¶¶¶ [YNTAB]PERSONAL INFORMATION ¶[YNHEADING]¶ [YNBOX]Did your marital status change during the year?¶¶[YNBOX]Did your address change during the year?¶¶[YNBOX]Could you be claimed as a dependent on another person's tax return for [ORGTAXYEAR]?¶¶¶ [YNTAB]DEPENDENTS [YNBOX]¶¶Were there any changes in dependents?¶¶[YNBOX]Were any of your unmarried children who might be claimed as dependents 19 years of age or older at the end
Selecting Clients for the Organizers
  1. Go to Print Paper Organizer and select
    Complete Organizers
    .
  2. Select clients from the
    Available Clients
     list and select
    Add
    . They’ll appear in the
    Selected Clients
     list.
Configuring Organizer Settings
  1. Select
    Organizer Settings...
    .
  2. Select the
    Client Information
     page and set its action to
    Force
    .
  3. Select
    Ok
    .
note
You may select to include or exclude other pages as necessary, but the Client Information page must be in the organizer PDF when uploading to Organizers.
Configuring Complete Organizer Settings
  1. Select
    Print
    .
  2. Change the following document options:
    • Select
      Slip Sheet Type
       and select
      Single Window Portrait
      .
    • Select
      Client Letter
       and select
      Single Window Default
      .
    • Select
      Engagement Letter
       and select
      Suppress
      .
    • Select
      Questionnaire
       and select
      Questionnaire Def
      .
  3. Make sure all other settings match what is shown below.
  4. Select
    Ok
    .
Print Settings for Organizers
  1. Clear the checkbox next to
    Printer
    .
  2. Select the checkbox next to
    File (PDF)
    .
  3. (Optional) If a PDF window with instructions from Lacerte appears, select
    Ok
    .
  4. Make sure all other settings match what is shown below.
  5. Select
    OK
    .
  6. (Optional) If printing to a batch, change the file name to match the format
    Organizer Forms - <Client ID>
    .
  7. Select
    Save
    .

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