Note: Before printing organizers, there must be an organizer created. 

• For more information see the article on how to create organizers.

1. Click Process Client Organizers.
2. Select Print Organizers and click OK.
3. Use the Batch list drop-down to select a batch created when creating the Organizers, or use the Select returns by lists to select the criteria for a filtered list of returns and click OK.
4. Select the Organizers to print and click OK.
5. Select Client ID or Client name as the sort order for the Organizers.
6. Select To PDF file or To PDF file and to printer as the print destination.
7. Select whether PDF files should be named according to Client ID or Client name.
8. Check the Print to CCH ProSystem fx Portal box.
9. If fonts have not been loaded and you are not using True Type fonts, click Load Fonts.
10. Click OK. If your CCH ProSystem fx Portal credentials have not been entered in the Interface Options dialog of CCH ProSystem fx Tax Preparation, the CCH ProSystem fx Portal Login dialog displays. Enter your login information and click OK.

• If a return is password protected, you will need to enter the password before an Organizer can be printed. However, you may
• skip a password-protected return and continue processing the other selected returns.
• The default location for PDF files is \wfx32\client\PDF\xxy  where xx is the year the organizer was created from and y is the return type (I for individual, F for fiduciary).