In ProSeries, you can print Client Organizers directly into SmartVault, and then automatically route them to the respective client’s tax engagement.
Printing Client Tax Organizers directly into SmartVault only works in ProSeries 2015 and later.
To print ProSeries Tax Organizers in SmartVault:
- In ProSeries, go to the HomeBase View and select Organizer for 1040.
- Select the clients for which you want to print organizers, and then click the Print icon.
- In the Print Center window, select the SmartVault checkbox, the type of organizer, and then click Print.