About preseason processing

Preseason processing helps get your returns ready for the upcoming tax season.
You can choose to have Thomson Reuters complete preseason processing for your firm or you can perform preseason actions yourself in your office.

Preseason performed by Thomson Reuters

Follow these steps:
  1. Complete the
    Client Information Form (CIF)
    by selecting
    Returns Processing
    and then
    Preseason Processing
    . Enter your information and select
    Ready for Preseason
    .
  2. Preseason options:
    Select preseason options, if licensed for 1040 Organizer print.
  3. Setup:
    Select returns to exclude from rollover and Organizer print. If you're not suppressing anything, move on to the next step.
  4. Authorize:
    Select accounts and return types that are ready for preseason processing. Once you authorize an account/return type, Thomson Reuters begins rolling over returns and printing Organizers.
  5. Monitor the progress of your returns within
    Returns Processing
    ,
    Preseason Processing
    ,
    Preseason At Thomson Reuters
    , and then
    Status
    .

Preseason performed by your office

Follow these steps:
  1. Set tax defaults for each account within
    Admin
    ,
    Tax Defaults
    .
  2. Rollover returns within
    Returns Processing
    ,
    Preseason In Your Office
    , and then
    Rollover
    .
  3. Print your 1040 Organizers within
    Returns Processing
    ,
    Preseason In Your Office
    , and then
    Organizers
    .

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