How do I add or suppress Organizer forms in CCH Axcess Tax?

Organizer print sets can be used to enable or suppress forms in an Organizer.

To edit or create custom Organizer print sets, do the following:

  1. Open Dashboard.
  2. Click Configuration on the navigation panel and click Organizer print sets under Tax.
  3. Do any of the following:
    • Create a new Organizer print set.
      • Click New.
      • Select a tax year.
      • Name the print set.
      • Click Create.
    • Copy an Organizer print set.
      • Select an Organizer print set on the navigation panel.
      • Click Save As.
      • Name the print set.
      • Click Save.
    • Open an existing Organizer print set.
      • Select an Organizer print set on the navigation panel.
    • Note: Each tax year has a default Organizer print set. You cannot edit the default print set, but you can save and customize it as a new print set.
  4. Select the Individual or Fiduciary tab to customize print sets for Individual or Fiduciary Organizers.
  5. Select a form, or use your keyboard CTRL or Shift keys to select multiple forms.
  6. Select the property you want applied to the selected forms.
    • System standard - Prints based on the system standards and the prior year data.
    • Print if data - Prints automatically based on the current year data or the legal requirements.
    • Print always - Always prints regardless of existing data.
    • Suppress print - Never prints.
  7. Click Save.

When printing Organizers from either Batch Manager or Tax, you can select the print set that you want to use. 

Go to our article for more information on using print sets for Organizers.

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