Organizers In-Process

Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The main Organizers In-Process dashboard shows organizers that have been uploaded, but not delivered.  

For information about uploading and processing organizers, see our Processing an Organizer article. For information about uploading batch organizers, see our Uploading Batch Organizers article. 

Upload Options

1. Click the upload options drop-down
2. Select One-Off to upload one-off organizers OR
3. Select Batch Organizer to upload batch organizers. 

Action Icons

Bulk Delete

Delete multiple organizers at a time.

1. 1. Select the boxes on the left side of the organizer(s) to be deleted.
   2. Click the Delete button.

Process

Open the uploaded organizer and begin processing it for delivery.

1. Click the purple Process icon to open the organizer.

Edit Client Info

Change taxpayer/spouse information

1. Click the green Edit Client Info button card to access the Edit Client Info window.
2. Change any of the information that needs to be updated.
3. Click Save to save any changes made.

Delete Single Organizer

Delete a single organizer.

1. Click the red Delete icon. 
2. Click Confirm in the Delete Organizer confirmation box.

Report a Problem

Send a report from a specific organizer to the SafeSend Support team.

1. Click Report a Problem.
2. Enter a Description of the issue. The more details, the better. 
3. Click Submit.

Additional Actions

1. Click the View drop-down to display One-Off or Batch organizers. 
2. Click Refresh to refresh the Organizers In-Process page
3. Click Filter to Apply recent filter, Save current filter, or Clear Filter.  
   • You can filter by Name, Client ID, ERO/Signer, Assigned To, Status, etc. using the column headers on the In-Process page.
4. Click Export To Excel to generate a report with the information listed for all organizers shown in the Organizers In-Process section.

Organizers In-Process Statuses

• Uploaded: This status appears briefly immediately after the organizer has been uploaded. It changes to Ready once the upload is complete. It may take several minutes for this status to change for large organizers. 
• Ready: This status appears after the return has completed uploading. It indicates that the return is fully uploaded and is ready to be processed and that no one has started processing it yet. 
• Processing: This status appears after a user clicks the organizer to be processed.
• Preparing for Delivery: This status appears briefly immediately after the organizer has been delivered. The organizer is moved to the Organizers Report section once delivery is complete. It may take several minutes for this status to change for large organizers. 
• Error: This status indicates the program did not recognize the organizer, or it was missing pertinent information. Please ensure the appropriate print settings were followed and the required personal information page was included in the print. 
• Non-Supported: This status indicates the program did not recognize the organizer, or was missing pertinent information. Please ensure the appropriate print settings were followed and the required personal information page was included in the print.