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The document is a Client Tax Organizer designed for clients to complete prior to their tax appointment. It collects personal information, details about dependents, income sources, deductions, and other relevant financial data necessary for preparing income tax returns. The organizer includes sections for various types of income, expenses, and questions to maximize deductions.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is CCH client collaboration?

What is CCH Client Collaboration? Client Collaboration is secure online platform that allows our clients to send us their tax information. For the firm, its a start-to-finish platform to get everything we need to for our clients engagements.

What tax software does CCH use?

CCH ProSystem fx Tax professional tax prep software | Wolters Kluwer.

Who is the manufacturer of CCH?

Wolters Kluwer bought CCH in 1995. Today, CCH is also recognized for its software and integrated workflow tools.

What is the client tax organizer?

The client organizer is questionnaire and information document that tax preparers use to gather tax data from their clients. The organizer is a time-saving tool, helping your client plan for their visit to your office and helping you more efficiently prepare their return.

Who makes CCH tax software?

CCH ProSystem fx Tax Accounting Software | Wolters Kluwer.

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How to print tax organizer in CCH Axcess?

Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing. Select New Job Print Organizers from the Job Management group on the Home tab. 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.

Who is the owner of CCH?

CCH is a wholly owned subsidiary of Wolters Kluwer North America.

What tax software do most CPA firms use?

Top Tax Software for Accountants. CPAs and tax preparers most often turn to these three tax software programs: UltraTax CS, Lacerte, and Drake Tax, ing to a 2024 survey of CPAs conducted by the Journal of Accountancy and The Tax Advisor.

Get the up-to-date Client Tax Organizer - CCH Site Builder 2025 now

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What is CCH client collaboration?

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What is the client tax organizer?

Who makes CCH tax software?

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How to print tax organizer in CCH Axcess?

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What tax software do most CPA firms use?

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