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). 

After you create the Pro Forma, you can now create the Organizer in My1040Data:
  1. Click Process.
  2. Click Create Organizers for Existing Clients
  3. Click Select and Create Organizers.
  4. Narrow down the list based on the drop downs for Office Group, Preparer, and/or Organizer Status
  5. Select the client (or clients by using the CTRL key while clicking the name) and then select Create Organizers.

Additional Training:

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