How do I create an Organizer using My1040Data for a client that I have not created a return for?
- Go to Process.
- Click Create an Organizer for a New Client.
- There you will need to enter the Taxpayer's name, a User ID and password. These fields are required in order to produce the Organizer. Office Group and preparer are optional fields that can be filled.
- The User ID does not have to match what you are going to use tax.
- Click to see the course from our 2015 CCH User Conference about The Next Generation of Paperless 1040 Workflow.