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Printing Organizers in Bulk

Level 2

 I have used CCH Tax for the past 9 years; this is my first firm using Lacerte and I feel lost; as knowledgeable as I am it seems the most basic functions I cannot figure out.

For example:

Is there a way to pre-define the file name when printing client organizers in Bulk to pdf files?  

why/how do you get the e-organizer to only generate the pages that are 'applicable" like you can for the printed organizer?

Are there any "user manuals' for this program?   Any help is appreciated!  I have called support, only to remain on hold for 90 minutes...

Thank you,


Dawn Newton

Firm Administrator


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1 Comment 1
Level 15

Welcome to the family!

CCH has a number of tax products and each works differently.

You can bulk pint organizers in Lacerte.  Under Tools > Organizer, you can select one or more clients using the Add buttons.

If you want to print a full organizer with all the pages, you can follow the instructions in this thread: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-2020-complete-organize...

Still an AllStar