How do I set up and use the toolkit for My1040Data in CCH ProSystem fx?

  1. 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.
  2. 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.
  3. 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.

Additional Training:

  Solution Tools
 Solution Id 000036536/sw44114
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