Adjusting Reminder Settings on Organizers

Info

• Organizer reminders help taxpayers remember to complete their organizers.
• Source Document reminders can only be sent manually using the Send Reminder button. 
• An admin for your account can adjust the default setting for reminders in the Organizer Settings.

Processing: Setting Reminders During Processing

1. Navigate to the Delivery Options tab during processing. 
2. Navigate to the Reminders section.
3. Click the toggle to enable or disable Signing and/or Organizer reminders.
4. Select a reminder time frame from the drop-down. 
5. Finish processing the organizer.

After Delivery: Adjusting Reminders on a Single Organizer

1. Navigate to Delivered Organizers.
2. Click the More Action Items (...) icon.
3. Click Send Reminder. 

4. Click the Schedule Automated Reminder tab. 

5. Toggle the reminder to enable or disable the Signing or Organizer reminders. 

6. Click the Send a reminder every. . . drop-down to select how often Signing or Organizer reminders are sent to the taxpayer. 

7. Click Save to save any changes made.

After Delivery: Adjusting Reminders on Multiple Organizers

Please note:

When the Send Reminder button is clicked, it displays your firm's default settings. It does not display the current settings for that organizer. To view the current settings for a specific organizer, use the Action menu. 

1. Navigate to Delivered Organizers.
2. Select the Organizer you wish to change reminders for.
3. Click Send Reminder. 

4. Click the Schedule Automated Reminder tab. 

5. Toggle the reminder to enable or disable the Signing or Organizer reminders. 

6. Click the Send a reminder every. . . drop-down to select how often Signing or Organizer reminders are sent to the taxpayer. 

7. Click Save to save any changes made.