Processing an Organizer

Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The steps below outline how to upload, process, edit, and deliver an organizer.

Uploading an Organizer 

After clicking on the software upload icon, the upload window will appear.

1. Navigate to Send Organizers.
2. Click on the corresponding tax software button.
3. Drag the Client Copy to Drag files here or click to upload the organizer PDF. 
4. Verify Client ID and Tax Year. 
5. Verify TaxPayer name. 
   • View the Upload Progress bar; turns green when the upload is complete. 
6. Select or deselect No Engagement Letter box. 
   • If an Engagement Letter is not included, skip to step 10.
7. Click the Engagement Letter tab to upload an engagement letter (step not required for CCH users). 
8. Drag the Client Copy to Drag files here or click to upload the engagement letter PDF. 
9. View the Upload Progress bar; turns green when the upload is complete. 
10. Click Submit to finalize the upload. 

Client Info Tab

The Client Info tab displays the personal information page of the organizer. 

1. Review organizer Information.
   • Engagement Type and Tax Year cannot be edited; this information is automatically recognized.
   • Office Location is required. See the Multiple Office Locations article for more information. 
2. Enter Taxpayer Information.
   • Email is required.
   • Mobile number and country code are not required. This is only applicable if your firm has MFA enabled. View Multi-Factor Authentication for Taxpayers for more information. 
3. Click the Deceased checkbox to mark the spouse or taxpayer as deceased.
   • See Deceased Taxpayer Option for more information. 

Info

If a Spouse is Included, the email is not required to send the organizer. The Taxpayer will have the option to add the spouse's email for signing or review. 

Engagement Letter Tab

The Engagement Letter tab displays the full engagement letter uploaded with the organizer. Taxpayer and spouse signature blocks will need to be added to the page.

Important

Any signature block option, like a Name or Initials field, will be required on the taxpayer side, even if the Signature is not required. 

1. Click an Engagement Letter bookmark OR select the Arrows to locate the page where you will place the signature blocks. 
2. Click the Signer drop-down to select the taxpayer or spouse (if applicable).
   • Signature blocks associated with the selected signer are highlighted in yellow. 
3. Drag/drop any signature block onto the selected page.

Important

By Default, Signature Fields will be marked as required. Once the field is placed on page, a prompt will appear that will allow you to change this setting.

1. Select/ De-select the checkbox to your preference.
2. Click Save. 

Organizer Tab

The organizer tab displays all pages in the organizer PDF. 

1. Click any Bookmark to view that page. 
2. Use the arrows to navigate through each page. 
3. Click the orange Move To button to move or delete the selected page. 
4. Toggle the Organizer page require Signature to On to add signature controls to the page (feature is not available for batch organizers). 
   1. Drag/drop a Signature Block onto the selected page.
      • The block will be assigned to the selected taxpayer from the drop-down. 
      • See the Placing Checkboxes and Radio Buttons guide for specific instructions related to those features. 
   2. Select or de-select the Required checkbox for added Signature Field blocks. 
   3. Click Save. 

Additional E-Sign Documents Tab

The Additional E-Sign Documents tab is used to manually add forms that were not included in the original return PDF that require a signature. This tab functions the same way as the Engagement Letter tab after documents are uploaded.  

Important

Any signature block option, like a Name or Initials field, will be required on the taxpayer side, even if the Signature is not required. 

1. Click the Add Document (+) button. 
2. Drag the document to Drag files here or click to upload. 
3. View the Upload Progress bar; turns green when the upload is complete. 
4. Select a document type from the Document Type drop-down menu. 
5. Click Submit. 

After upload, additional editing options appear. 

Important

Signature blocks are not automatically added to additional e-sign documents. They must be added manually.

1. Click the Modify Added Document button to edit or delete the document type.
2. Apply a signature field to the page. 
   1. Drag/drop a Signature Block onto the selected page.
      • The block will be assigned to the selected taxpayer. 
      • Please see the Placing Checkboxes and Radio Buttons guide for specific instructions related to those features. 
   2. Select or de-select the Required checkbox for added signature blocks. 
   3. Click Save. 
3. Add another Additional E-Sign Document. 

Custom Questions Tab

See the Custom Questions article for more information about setting up custom questions.

1. Select the Choose Template drop-down to apply the template type. 
2. Click the Remove icon next to each section you need to delete. 
   • Removing a section will remove all questions within that section.
3. Click the Remove icon next to each question you need to delete. 

Deleted Tab

The Deleted tab stores any deleted pages. These pages will not be delivered to the taxpayer. To restore pages: 

1. Click the Bookmark to view that page. 
2. Click the orange Move To button. 
3. Click the appropriate section to move the document. 

Delivery Options Tab

The Delivery Options tab is used to review and edit the default settings for the organizer. 

Taxpayer Dashboard

1. Click the Taxpayer Preview button to view the return as the taxpayer. 
   
   • A new tab opens; pop-ups must be enabled for this function. 
2. Click the Contact Person drop-down to select who will be listed as the firm contact for the taxpayer. 
3. Click the Message from Preparer drop-down to select a pre-made template to apply. See the Settings: Saved Messages article for more information. 
4. Click New to create a new Message from Preparer. 
5. Click Edit to edit the existing Message from Preparer (setting must be enabled by an administrator under Settings >Saved Messages). 

Email Notifications 

1. Click the Sender Name drop-down to change the sender name that appears on emails sent to the taxpayer. 
2. Click the Notify About Completed Engagement Letter field to select which user will be notified when the engagement letter is completed. 
3. Click the Notify About Completed Organizer field to select which user will be notified when the organizer letter is completed. 
4. Click the Notify about Uploaded Files field to select which user will be notified when the taxpayer uploads documents. 

Reminders 

1. Toggle the Signing reminder button to enable or disable signing reminders. 
   • Click the Send a reminder every. . . drop-down to select how often signing reminders are sent to the taxpayer. 
2. Toggle the Organizers reminder button to enable or disable organizer reminders. 
   • Click the Send a reminder every. . . drop-down to select how often organizer reminders are sent to the taxpayer. 

Finish Organizer Processing

1. Click Finish.
2. Select to have the Taxpayer or Spouse sign first.  
   • Please Note: If both Taxpayer and Spouse emails are entered in the Client Info section, the initial email will be delivered simultaneously. 
3. Click Send to deliver the organizer.