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Axcess Tax - How to Print an Organizer

Modified on: Mon, Feb 5 2024 3:50 PM

Follow these steps to create an organizer from a prior year return

  1. Open a prior year Individual return
  2. From the Home tab, Click Print > Print <year> Organizer
  3. Select Yes to continue without calculating
  4. Select Print to > PDF
  5. Select Path
  6. Select Print Set > KSM_SSR
  7. Select Print

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