How do I set up and use the toolkit for My1040Data in CCH ProSystem fx?
- Use the Configure Firm tab to specify firm information, such as your company's name, address, and logo, as well as to administer your Toolkit account.
- Use the Process tab to create Tax Organizers for your clients. Create Organizers for existing clients and include prior year information or create organizers for new clients.
- Use the Status tab to check the completion status of the Organizers you have created for your clients.
- Also use this tab to review the data entered in the client Organizers and documents the client has uploaded to the server.
- Click to see the course from our 2015 CCH User Conference about The Next Generation of Paperless 1040 Workflow.