1. Go to Process.
2. Click Create an Organizer for a New Client.

Notes:

• There you will need to enter the Taxpayer's name, a User ID and password.  These fields are required in order to produce the Organizer.  Office Group and preparer are optional fields that can be filled. 
• The User ID does not have to match what you are going to use tax. 

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.