How do I create a Client Organizer in CCH® ProSystem fx® Tax?
- Open Production Processing.
- Select Process Client Organizers.
- Select Create Organizer and then click OK.
- Use the lists to select the criteria for a filtered list of returns. To create an Organizer for a specific client, enter the client’s complete Client
ID in the Client ID box. - Click OK.
- Select the returns from which you want Organizers created.
- To include returns previously excluded from Organizer creation, check the Create all specified Organizers, including those suppressed in the return box.
- Click OK when you have selected all the returns for Organizer processing.
- On the Organizers Options dialog, you can do the following:
- Check the Save list to batch box to save Organizers to a batch file for later printing. Enter a batch name. and click OK to start processing the Organizers.
- Uncheck the Use client profile data box if you want to use return data on the Organizers and not client profile data.
- Click OK to start creating the Organizers.
- If you would like to pull client names and addresses from CCH Prosystem fx Practice Management, follow the steps listed in our article How do I pull my client addresses from CCH Prosystem fx Practice Management when printing my Organizers from CCH Prosystem fx Tax?
Notes:
- If a return is password protected, you must enter the password before the Organizer can be created. However, you can skip a
password-protected return and continue processing the other selected returns. - How do I print an Organizer in CCH® ProSystem fx® Tax? .
- How do I customize an organizer in CCH ProSystem fx Tax?
Solution Id | 000176986/How-do-I-create-an-Organizer-in-CCH-ProSystem-fx-Tax |
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