How do I generate an Organizer in My1040Data?
In order to create an Organizer using My1040Data, Pro Forma (roll forward) the tax return to the next year (the year that you want to create the Organizer for).
- Click Process.
- Click Create Organizers for Existing Clients.
- Narrow down the list based on the drop downs for Office Group, Preparer and/or Organizer Status.
- Select the client (or clients by using the CTRL key while clicking the name) and then select Create Organizers.
- Click to see the course from our 2015 CCH User Conference about The Next Generation of Paperless 1040 Workflow.