CCH® ProSystem fx® organizer print settings for Gather
Use these guidelines to configure your CCH® ProSystem fx® organizer print settings for optimal performance with Gather. For information on preparing batch organizers, refer to Upload Batch Gather requests.
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Avoid printing borders on the organizer, as borders prevent SafeSend from creating a Document Request List.
Engagement letters
- Include engagement letters in your CCH® ProSystem fx® organizer so they transfer into Gather.
Print options
General
- When printing your CCH® ProSystem fx® organizer, set theDestinationdropdown toPDF Fileto ensure the organizer generates bookmarks properly.
Batch processing
- To use batch processing, name organizer files byClient name:YYI_<Last name>_<First Initial>_Organizer_V#_<ClientID>. For example:15I_Smith_J_Organizer_V1_ABC123.
Questionnaire
- Use the default questionnaire in CCH® ProSystem fx®. Don’t customize it.
Social Security numbers
- We recommend suppressing Social Security numbers when outputting a CCH® ProSystem fx® organizer.
CCH ProSystem fx® reference documents
Wolters Kluwer®, makers of CCH® ProSystem fx®, created and maintains the following documents, which are hosted in the CCH® Knowledge Base.
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If you have trouble with these instructions, or with configuring your product to meet SafeSend requirements,contact Wolters Kluwer® support.
