Support CenterHow do I print client organizers in SureFire Install Version?
🔍 How do I print client organizers in SureFire Install Version?
This article explains how to print Client Organizers for your clients in SureFire Install Version, including what you need before you start and the step-by-step process.
⚠️ Before You Begin
You must have the latest version of SureFire, you must be in the lastversion and be working in the 1040 tax package in order to print Client Organizers for your clients from tax year 20XX (XX represents the year of SureFire). You can send a printed organizer to each client to help them collect information for theirtax year.
You must have your correct company name, address, and phone number on the Office Information screen in Setup Assistant. This information prints on the cover page of the Client Organizer.
📊 Step-by-Step Guide
Step 1: Log in as Admin
Use this when you need to access all users’ tax returns.
Log in to SureFire as Admin. Only the Admin user has access to the tax returns of all users. If you log in as any other user you will not see all the tax returns for all users.
Step 2: Open the 1040 tax package
Use this to work in the correct tax package.
Open the 1040 tax package.
Step 3: Open the Client Organizer report
Use this to access the organizer printing options.
Click the Reports menu and then click Client Organizer.
Step 4: Choose organizer options
Use this to set how the organizers will be generated.
SureFire displays the Organizer Options dialog box. After selecting your organizer options, click OK.
Step 5: Proceed to the Select Organizers to Print dialog box
Use this to select which clients will receive organizers.
Proceeding from the Select Organizers to Print Dialog Box
Step 6: Change Username to View All Users
Use this to see all clients.
Change the Username box to View All Users.
View All Users is available only when you are logged in as Admin.
Step 7: Select the clients you want
Use this to choose which organizers to print.
Select the clients for whom you want to print Organizers. A client is selected when there is a checkmark in the small box beside the SSN.
Use any one of the following methods to select the clients:
- Select the check box beside each client's SSN.
- Type the client's full SSN in the SSN/TIN box. SureFire places a checkmark in the check box.
- Click the Select All button in the lower-left corner of the dialog box.
Step 8: Confirm your selection
Use this to move to the print screen.
When you have selected the clients you want, press Enter, or click OK. SureFire displays the SureFire Print dialog box.
Step 9: Print (or preview) the organizer packets
Use this to print one packet per selected client.
Click Print to print one copy of the Organizer packet for each client you selected. You may click Print Preview to view the Organizers on-screen first. From Print Preview you can choose to print the organizers on paper or cancel printing.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup