About preseason processing

Preseason performed by Thomson Reuters

Select
Preseason Options
if you're licensed for 1040 Organizer print.
Complete the
Client Information Form (CIF)
, enter your information and select
Ready for Preseason
.
important
This form must be updated and signed each year.
Select
Preseason At Thomson Reuters
to complete setup and authorize.
Setup
: Select returns to exclude from rollover and Organizer print. If you're not suppressing anything, move on to the next step.
You can also add Advance Preseason Filters to select returns assigned to preparer, manager, or reviewer or certain locations or by login id.

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.
Monitor the progress of your returns on the
Batch Status
page.

Preseason performed by your office

Select
Returns Processing
, then
Preseason Processing
, then
Preseason In Your Office
.
Select from the following:

Rollover
Short Year Rollover
Organizers

Set tax defaults for each account within
Admin
,
Tax Defaults
.