Keys to Success

Printing of the Organizers

  • Do not add any additional questions in the questionnaire. 
  • Any custom configuration regarding correspondence needs to be cleared so organizers will print with default settings in place. 
  • PDF file names must include the Client ID. 

Preparing of the Batch File(s)

  • Do one batch per each ERO. 
  • ZIP file size limitation is 1GB. 
  • .CSV file "must haves":
    • First recipient's email address.
    • Client ID that matches the PDF file name of the Organizer.
  • .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).
  • The email addresses should all be in lower case.
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