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 

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.

Export to Excel

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

 

View

• 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. 

• 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

1.) Edit Client Info (green ID icon)

•  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)

• 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. 
• 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)

• 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.