How do I generate an Organizer in CCH® My1040Data?
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.
- Click Process.
- Click Create Organizers for Existing Clients.
- Click Select and Create Organizers.
- Narrow down the list based on the drop downs for Office Group, Preparer, and/or Organizer Status.
- Select the client (or clients by using the CTRL key while clicking the name) and then select Create Organizers.
- Click to see the course from our 2015 CCH User Conference about The Next Generation of Paperless 1040 Workflow.