Processing an Organizer

This article will guide you through processing an organizer, start to finish.

Send Organizers

Delete
Search/filter bar
Upload Button
Refresh
Filter
Export
Action Items

Uploading Organizer

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

Upload Document
Client Name
Client ID
ERO/Signer
Tax Return Type
Tax Year
Upload Progress
Size
Delete
Close
Submit

Client Info Tab

Organizer information.
Taxpayer section
- Taxpayer's name
- Email Address
- Mobile Phone number
  - If Multi-Factor Authentication is enabled.
- Deceased.

Engagement Letter Tab

Bookmarks
E-Signatures
- Add Signature Field
- Add Date Signed Field
- Add Print Name Field
- Add Initials Field
- Add Email Address Field

Organizer Tab

Review Organizer.
Move To
- Delete

Custom Questions Tab

Review the questions and click the red Delete X in order to remove any unnecessary questions.

Deleted Tab

The Deleted tab holds any deleted pages. To restore a page highlight the page and select Move To. If empty, the page displays as No Forms Available.

Delivery Options Tab

In the Delivery Options tab, you can determine some final settings with notifications and the final delivery for the organizer.

Taxpayer Preview
Contact Person
Sender Name
Notify About Completed Engagement Letter
Notify About Completed Organizer
Notify about Uploaded Files

Finish Organizer Processing

Click Finish
- Deliver to First - Select Taxpayer or Spouse
  - Please note: Delivery First only pertains to who will have the ability to sign first. The initial email with access to Organizer will be delivered simultaneously to the Taxpayer and Spouse (if applicable).
- Verify the name, email address, and mobile number
- Send
- Cancel