How to Print Client Organizers
1

To print organizers for your client(s):

  1. Click on Preparer in the top toolbar
  2. Click Print Organizers from the drop-down menu
  3. Click the Client Organizers tab (if not already selected for you)
  4. Select the client(s) you wish to print organizers for and then select Print Applicable Organizers (or Print Selected Organizers if you wish to control which sections of the organizers print)
  5. Type the number of desired copies, and then click Print