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How do I print client organizers in SureFire Install Version?

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Print Client Organizers

Requirements for Printing Client Organizers

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.

 

Printing Client Organizers

To print Client Organizers, use the following steps:

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

Open the 1040 tax package.

Click the Reports menu and then click Client Organizer.

SureFire displays the Organizer Options dialog box. After selecting your organizer options, click OK.

 

Proceeding from the Select Organizers to Print Dialog Box

Change the Username box to View All Users.

View All Users is available only when you are logged in as Admin.

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.

When you have selected the clients you want, press Enter, or click OK. SureFire displays the SureFire Print dialog box.

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.

Tags: install,setup