Bulk Exporting Organizers from CCH Axcess

Bulk Exporting Organizers from CCH Axcess

Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters.

Organizers are matched to clients by the Client ID in the filename and the Account External ID on the Account in Liscio. Ensure the Client ID for each organizer is in the PDF file name AFTER the underscore: "Smith, John and Jill_1234568.pdf"
  1. Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing.
  2. Select New Job > Print > Organizers from the Job Management group on the Home tab.
  3. Use the filters to limit what displays in the grid. Setting filters to a value other than All results in fewer returns displayed in the grid.
  4. Click Go to display your filter criteria in the grid. If there is a large number of returns, a progress window displays.
  5. Refer to or sort the Return Status column to determine the Organizers to print.
  6. Do any of the following:
    • Select individually - Select the check boxes to the left of the returns to include in your batch job.
    • Select all - Select the box at the top of the column to select or clear all returns in the grid.
    • Review required authorizations - Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected Organizers. Applicable federal, state, or consolidated authorizations are deducted when Organizers are printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for Organizers that require authorizations.
  7. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.
  8. Select your print options.
  9. Do one of the following:

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