Introduction to Batch Manager
To manage multiple returns, extensions, and templates created in CCH
- Calculate returns
- Electronically file extensions
- Electronically file specialized state (AL) extensions and estimates
- Print returns
- Print extensions
- Print organizers
- Purge tax return notes
- Roll forward returns and templates
- Process Tax Equalization returns
- Download PDF print files, large returns, magnetic media, and exported tax data
Scheduling
You can create and schedule jobs to perform on a specific date and time or in recurring patterns. Batch Manager allows you to perform tasks unattended, schedule repetitive tasks to perform without further intervention, and schedule tasks to run during times when resources are most available.
Authorization Summary
After selecting returns for a calculation or return print job, you can display an authorization summary to review the number of required authorizations for each tax product before submitting the job.
Organizers
Open the Correspondence Manager window to create, edit, and import organizer letter templates for Individual and Fiduciary returns.
Reports
Batch Manager reports include job details that can be reviewed, printed, or exported for all completed, stopped, and terminated jobs. Job Detail reports are useful for locating any errors or problems that may have occurred during the processing of batch jobs.
Rev: 5/31/2024, 12:14 PM