
Table of contents:
Follow these steps to print organizers in Lacerte:
- Go to the Clients list to view the list of your clients.
- From the Tools menu, select Organizer.
- Select Print Paper Organizer from the left navigation panel.
- If you get the Intuit Link Welcome screen, click Don't Show this again or Tell me later to continue printing organizers.
- Select the type of Organizer you want to print:
- Complete Organizers
- Condensed Organizers
- Partial Organizers
- Blank Organizers
- Highlight the clients under the Available Clients section.
- To highlight multiple clients, hold down the Ctrl key and select the applicable clients.
- Select Add. to move the highlighted clients from the Available Clients section to the Selected Clients section.
- Select Print.
- If this is your first time printing organizers for this year, you'll be asked to if you want to set your Organizer Options. Click Yes to set your Organizer Options.
- Select the Organizer Pages you want to include with the organizer. This window will change depending on the Organizer Type selected in step 4.
- Suppress omits the page from the Organizer even if the clients prior year tax return requires information from this page.
- Force prints the page even if the clients prior year tax return didn't require information from this page.
- When Applicable prints the page only if the clients prior year tax return requires information from this page.
- Select the applicable Document Options.
- Select OK.
- Select the desired Document Options and Organizer Print Options.
- Select OK.
- Select the applicable Printer from the Print Settings window.
- Select OK.

If the organizer doesn't print, it could be suppressed. Follow these steps to check if the organizer is suppressed:
- Select the client on the client list and click the Detail tab.
- Go to the Miscellaneous screen.
- Screen 2.1 (Fiduciary)
- Screen 3 (Individual)
- Scroll down to the Organizer Miscellaneous section.
- Uncheck the box labeled Suppress next year's client organizer.
Follow these steps to print organizers with codes:
- Go to Print
- Click Print With Codes
Follow these steps to print organizers in alphabetical order:
- From the Client List go to Tools and select Organizer.
- Select Organizer then Print Paper Organizer then Complete Organizer.
- Look for the available clients list, which is the first box located near the middle of the screen.
- Select the clients you wish to print organizers for and add them to the bottom menu.
- Located just below the available clients list title, you should see two gray tabs that read Client No and "Full Name(Inf).
- Clicking on Full Name (LNF) box at the top of the table will toggle ascending/descending alphabetical order.