ProSeries Frequently Asked Questions

Products Affected:

• ProSeries/Client Organizer

The Short Organizer is a four-page form that is a condensed version of the Client Organizer. It is designed to include the most common taxpayer information and can be used for clients with less complicated returns. Clients can fill out pertinent information quickly and easily, and attach the supporting documents. It may also be less costly to mail.

For clients with more complicated returns, you can provide the long Client Organizer, or you can provide the Short Organizer and include relevant pages from the long Client Organizer (such as ORG19, Business Income and Expenses) based on the client's needs. You can use Control Which Forms Print to modify which forms you want to print.

You cannot enter data directly on the Short Organizer. All data fields on the Short Organizer are duplicated in other Client Organizer forms. The program flows data that is entered on those other forms to the Short Organizer.

Note: Use the QuickZoom feature to go from a Short Organizer field to the related field on another Client Organizer form. You can view or enter data on the long Client Organizer form, then press Ctrl and Tab to return to the Short Organizer.

To print the Short Organizer, using Print This Client:

1. Open the client's file, go to the File menu and choose Print.
2. On the left side of the Print Center, under From within a return, choose Print This Client.
3. In the Print This Client area, check the box for Printer and/or File (PDF). If the ProSeries Document Management System (DMS) program is installed on your computer, you can also select DMS to send PDF files to DMS.
4. In the Entire File section, choose any of the following:
   • Print Short Organizer Client Copy
   • Print Full Organizer Client Copy
   • Print Preparer Copy
5. Select the number of copies you want to print and click Print.

Note: The Short Organizer and Full Organizer will print based on the Control Which Forms Print settings. (To view the Control Which Forms Print settings, go to the File menu, choose Print Options and Control Which Forms Print.)

To print the Short Organizer, using Print Selected Forms:

1. Open the client's file, go to the File menu and choose Print.
2. On the left side of the Print Center, under From within a return, choose Print Selected Forms.
3. In the Print Selected Forms area, check the box for Printer and/or File (PDF). If the ProSeries Document Management System (DMS) program is installed on your computer, you can also select DMS to send PDF files to DMS.
4. In the Print Selected Forms area, choose Selected Forms and click the Choose button.
5. In the Please Select Form(s) to Print dialog box, choose the Short Organizer and any other forms you want to print. (Hold down the CTRL or SHIFT key to select more than one form.)
6. Click OK.
7. Select the number of copies you want to print and click Print.

To print the Short Organizer without the client letter, using Batch Print Forms:

1. In HomeBase, highlight the clients you want to print.
2. Go to the File menu and choose Print.
3. On the left side of the Print Center, choose Batch Print Forms.
4. Highlight Short Organizer and click Add.
5. Click Print.