Settings: General

In this section, certain Organizers features can be enabled or disabled. 

Please note:

Only System Administrators have access to the Settings section.

Engagement Letter Default

Info

When this setting is enabled or disabled, it only applies to organizers moving forward. Delivered organizers are not affected. 

  1. Navigate to Settings in the left panel. 
  2. Click General
  3. Check or Uncheck the Engagement Letter Default setting. 

If enabled (checked), this setting allows users the option to include an engagement letter. They will not be forced to include one, but can if they choose to. 

If disabled (unchecked), this setting forces users to include an engagement letter before they can deliver an organizer. 

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Gather Source Document 

Info

When this setting is enabled or disabled, it applies to all delivered organizers as well as all organizers moving forward. 

  1. Navigate to Settings in the left panel. 
  2. Click General
  3. Check or Uncheck the Gather Source Document setting. 

If enabled (checked), this setting allows the taxpayer to upload source documents within the Organizer and from the Organizer dashboard. 

If disabled (unchecked), this setting removes the document upload option for the taxpayer. The taxpayer will not have the option to upload source documents. 

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