SafeSend Organizers Report Overview

This article provides an overview of the Organizers Report area of SafeSend Organizers.

 

Send Reminder

  • Reminders can be sent for any organizer 

 

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Send Reminder

  • You can send reminders for any return with a Status of either Awaiting E-Sign or Awaiting Upload
  • Check the box to the left of the Taxpayer Name.
  • Click “Send Reminder” above.

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Export to Excel

  • You can export the entire Delivered Organizers Report as an Excel spreadsheet (upper right-hand corner).

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View

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  • Use the View drop-down to view either one-off organizers or organizers sent in batches. 

Signature Status Column

  • Shows the status of all delivered organizers.
  • Can be filtered using the drop-down menu at the top of the column. 

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    • Awaiting Signature: These organizers do not contain signed/completed forms yet.
      • This status will appear when one or more taxpayers have not yet e-signed their engagement letter and/or filled out the organizer and submitted it. 
    • Partially Signed: These organizers contain forms signed by the taxpayer, but not the spouse. 
    • E-Signed: These e-file authorizations have been signed by your taxpayer(s) and are ready for download.
    • Downloaded: The completed organizer has been downloaded by a user. 
    • N/A

Actions Menu Column

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1.) Edit Client Info (green ID icon)

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  •  Taxpayer information can be changed by you after delivery.
    • Click the green 'info' card in order to access the Edit Client Info window.
    • Change any of the information that needs to be updated.
    • Select “Save Changes” to update the information.

2.) Download Organizer (black arrow icon)

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  • A pop-up will appear that will allow you to download your Organizer documents by clicking them.

3.)  Resend Access Link (three-dot menu)

  • This will be available once all signers have completed signing the return. 
  • Here you can resend the access link to the Client via email so that they can access the return if needed. 
  • You can also select to copy the access link. mceclip0.png
  • You will not be able to send the organizer to the spouse. 

4.) View Access Code (three-dot menu)

  • This option will open a window that will show the currently active Access Code, and allow you to generate a new one in the case that an old one has expired.

5.) Client Tracking (three-dot menu)

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  • You can keep track of what your clients have done with each return, including, but not limited to:
    • Access link selected.
    • Downloading of documents.
    • Signing events.

6.) Delete (red x icon)

  • You can use this button to delete the return. The tracking information for the return will be available in the 'Recycle Bin' reports section, but the return and e-file forms will no longer be accessible. 
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