In order to create an Organizer using CCH® My1040Data, Pro Forma (roll forward) the tax return to the next year (the year that you want to create the Organizer for). 

• How do I create a Pro Forma in CCH® ProSystem fx® Tax?
• Please note: Do not open the Pro Forma before creating the Organizer in My1040Data.

1. Click Process.
2. Click Create Organizers for Existing Clients. 
3. Click Select and Create Organizers.
4. Narrow down the list based on the drop downs for Office Group, Preparer, and/or Organizer Status. 
5. Select the client (or clients by using the CTRL key while clicking the name) and then select Create Organizers.

Additional Training:

• Click to see the course from our 2015 CCH User Conference about The Next Generation of Paperless 1040 Workflow.
  • Click to find out how to create a user profile on the Wolters Kluwer Learning Management System.