1. Open Production Processing.
2. Select Process Client Organizers.
3. Select Create Organizer and then click OK.
4. Use the lists to select the criteria for a filtered list of returns. To create an Organizer for a specific client, enter the client’s complete Client
   ID in the Client ID box.
5. Click OK. 
6. Select the returns from which you want Organizers created. 
7. To include returns previously excluded from Organizer creation, check the Create all specified Organizers, including those suppressed in the return box. 
8. Click OK when you have selected all the returns for Organizer processing. 
9. On the Organizers Options dialog, you can do the following: 
   • Check the Save list to batch box to save Organizers to a batch file for later printing. Enter a batch name. and click OK to start processing the Organizers. 
   • Uncheck the Use client profile data box if you want to use return data on the Organizers and not client profile data. 
10. Click OK to start creating the Organizers.

• If you would like to pull client names and addresses from CCH Prosystem fx Practice Management, follow the steps listed in our article How do I pull my client addresses from CCH Prosystem fx Practice Management when printing my Organizers from CCH Prosystem fx Tax?

Notes:

• If a return is password protected, you must enter the password before the Organizer can be created. However, you can skip a
  password-protected return and continue processing the other selected returns.
• How do I print an Organizer in CCH® ProSystem fx® Tax? .
• How do I customize an organizer in CCH ProSystem fx Tax?