Keys to Success

Printing of the Organizers

• Do not add or remove any questions to the questionnaire. 
• Any custom configuration regarding correspondence needs to be cleared so organizers will print with default settings in place. 

Preparing of the Batch File(s)

• Do one batch per each ERO. 
• There is a size limit of 1 GB for the ZIP file. 
• .CSV file requirements:
  • Taxpayer email address.
  • Client ID that matches the PDF file name of the Organizer.
  • Taxpayer First Name
  • Taxpayer Last Name, and Taxpayer Email Address
• .CSV file optional fields:
  • Spouse Email (taxpayer can enter this information). 
  • Taxpayer Country Code and Mobile Number (access codes will go out via email if not provided).
  • SpouseCountry Code and Mobile Number (access codes will go out via email if not provided).

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• Processing an Organizer
• Uploading Batch Organizers