An Organizer is a questionnaire based on current year Individual or Fiduciary returns that is provided to clients to obtain information for the next year's return.

• Organizers can be created one at a time from a prior year return or in batch in the Batch Manager.
• You can create, edit, and import Organizer letter templates for Individual and Fiduciary returns in Correspondence Manager. For more information, learn How do I manage Organizer letters in CCH Axcess™ Tax Correspondence Manager?.

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

• Note: The option to create Organizers is available starting with the 5000 release.

1. Open a prior year Individual or Fiduciary return.
2. Click the Axcess Application button.
3. Click Print > Print Organizer.
   • If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding, or to continue the print process without calculating.
4. Select the applicable print options.
5. Click Print.
   • Click to learn more about printing Organizers in our Axcess help pages.

Follow these steps in Batch Manager to set filter criteria and select specific returns for batch processing .

1. Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing.
2. Select New Job > Print > Organizers from the Job Management group on the Home tab.
3. Use the filters to limit what displays in the grid. Setting filters to a value other than All results in fewer returns displayed in the grid.
4. Click Go to display your filter criteria in the grid. If there is a large number of returns, a progress window displays.
5. Refer to or sort the Return Status column to determine the Organizers to print.
6. Do any of the following:
   • Select individually - Select the check boxes to the left of the returns to include in your batch job.
   • Select all - Select the box at the top of the column to select or clear all returns in the grid.
   • Review required authorizations - Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected Organizers. Applicable federal, state, or consolidated authorizations are deducted when Organizers are printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for Organizers that require authorizations.
7. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.
8. Select your print options.
   • For more information, learn how to select Organizer print options in CCH Axcess Tax.
9. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time.
     • For more information, learn how to schedule or reschedule jobs in Batch Manager.