This article contains information about using CCH® ProSystem fx® organizers with Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch organizers, see Uploading Batch Gather Requests.
Important
Borders on the print of the Organizer will prevent SafeSend from being able to create a Document Request List.
Engagement letters
- Include engagement letters in your CCH® ProSystem fx® organizer so that they transfer into Gather.
Print options
General
- When printing your CCH® ProSystem fx® organizer, always set the Destination dropdown to PDF File to make sure bookmarks are properly generated.
Batch processing
- To use batch processing, organizer file names should be in named by Client name:
YYI_<Last name>_<First Initial>_Organizer_V#_<ClientID>
Example: 15I_Smith_J_Organizer_V1_ABC123
Questionnaire
- Do not customize the questionnaire. Use the default questionnaire in CCH® ProSystem fx®.
Social Security Numbers
- We recommend suppressing social security numbers when outputting a CCH® ProSystem fx® organizer.
CCH ProSystem fx® reference documents
The following documents contain additional information about CCH® ProSystem fx® and are hosted in the CCH® Knowledge Base.
Info
The content linked below is created and maintained by Wolters Kluwer®, makers of CCH® ProSystem fx®. If you have trouble with these instructions, or with configuring your product to meet SafeSend requirements, please contact Wolters Kluwer® support.
- How do I print an Organizer in CCH® ProSystem fx® Tax?
- How do I customize an organizer in CCH® ProSystem fx® Tax?
- How do I add the Checklist Organizer forms to my Organizers?
- How can I print the Checklist Organizer forms in CCH® ProSystem fx® Tax?
- How can I print a blank Client Organizer in CCH® ProSystem fx® Tax?
- Where is the default PDF file location in CCH® ProSystem fx® Tax?
- How do I suppress the social security number or financial institution information on organizers in Office Manager?
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