Organizers In-Process

The main Organizers In-Process dashboard shows organizers that have been uploaded, but not delivered. 

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Uploading:

  • Tax Software Icon will always be available in Send Organizers and Organizers Report.
    • Whenever you need to upload an organizer, Click on the icon that corresponds to the tax software used.
    • Once selected it will bring the "Upload Document" window to allow you to upload new organizers. 

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Upload Screen:

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UltraTax, GoSystem, and Lacerte Upload Screen:

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Action Icons:

  1. Bulk Delete
    • This is where you can delete multiple organizers at a time.
    • To do this you would just need to select the boxes on the left side of the organizer(s) and then hit "Delete" at the top.
  2. Process
    • This icon will allow you to open the uploaded organizer and begin processing it for delivery.
  3. Edit Client Info
    •  Taxpayer information can be changed by selecting this icon. 
      • Click the green 'info' card in order to access the Edit Client Info window.
      • Change any of the information that needs to be updated.
  4. Delete
    • You can also delete a single organizer by hitting the red "X" on the right side of the "Actions" drop-down menu. 
    • You will receive a confirmation box asking you to "Are you sure you want to delete these selected documents?" and then select "OK".
  5. Report a Problem
    • This option allows you to send a report from a specific organizer to the SafeSend Support team.
      • Enter a Description of the issue. The more details, the better. 

Click Submit to send the report to our Support teamactions.png

Additional Actions:

  1. Refresh
    • Click to refresh the Organizers In-Process page
  2. Filter
    • You can filter by Name, Client ID, ERO/Signer, Assigned To, Status, etc. on the In-Process page then you can use the Filter icon to save filters to easily refer back to in the future.
  3. Export To Excel - This is where you can export all information listed for all returns showing in Organizers In-Process.
    • To do this you would just select the Export to Excel button on the top right-hand side and this will automatically generate a spreadsheet with the information. 

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Organizers In-Process Statuses

  • Uploaded: This status will appear briefly immediately after the organizer has been uploaded. It will change to Ready once the upload is complete. It may take several minutes for this status to change for large organizers. 
  • Ready: This status will appear 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 will appear after a user clicks the organizer to be processed.
  • Preparing for Delivery: This status will appear briefly immediately after the organizer has been delivered. The organizer will be 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 organizer was not recognized by SafeSend Returns or was missing pertinent information. Please refer to the Organizer Guides in this help center. 
  • Non-Supported: This status indicates the organizer was not recognized by SafeSend Returns or was missing pertinent information. Please refer to the Organizer Guides in this help center.

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