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 Organizers

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

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

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Client Info Tab

The Client Info tab displays the personal information page of the Organizer. The client's email address (required) and mobile number (optional) can be added here. All other information in the right panel is automatically filled or not required for delivery. 

Organizer Information

  1. Type into the Client ID field to edit it.
  2. Engagement Type cannot be edited; this information is automatically recognized.
  3. Tax Year cannot be edited; this information is automatically recognized.

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Taxpayer and Spouse

The Taxpayer and Spouse information panels are identical. One contains the taxpayer's information and the other contains the spouse's information. 

  1. Type into the Name field to edit the taxpayer or spouse name. 
  2. Type into the Email field to add or edit the email address for the return recipient (required). 
  3. Click the Country Code drop-down to select a country code for a mobile number. 
  4. Type into the Mobile Phone field to add or edit a mobile number. See Enabling Multi-Factor Authentication for Taxpayers for more information. 
  5. Click the Deceased checkbox to mark the spouse or taxpayer as deceased. See Deceased Taxpayer Option for more information. 

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Engagement Letter Tab

The Engagement Letter tab displays the full engagement letter uploaded with the return. Taxpayer and spouse signature blocks can be dragged/dropped onto the page. The taxpayer will be prompted to fill/sign these fields. 

  1. Click an E-File Forms bookmark to display that page of the PDF. 
  2. Click the Signer drop-down to select the taxpayer or spouse (only available for joint 1040 organizers).
    • Signature blocks associated with that signer are highlighted in yellow. 
  3. Drag/drop a Signature Block onto the selected page.
    • The block will be assigned to the selected taxpayer. 

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Organizer Tab

The Organizers tab displays all pages in the organizer that was uploaded. 

  1. Click a Bookmark to view that page. 
  2. Click the orange Move To button to move or delete the selected page. 

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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. 

  1.  Click the green and white Add Document button. 
  2. Drag the Paper File PDF 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

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After upload, additional editing options appear. 

  1. Click the Modify Added Document button to edit the document type. 
  2. Select a Document Type from the drop-down. 
  3. Click Save to save any edits made. 
  4. Add signature blocks as outlined in the E-File section above.

Important

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

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Custom Questions Tab

The Custom Questions tab displays all custom questions set up by the firm. These questions can be deleted during processing. See the Custom Questions article for more information about setting up custom questions. 

  1. Click the Custom Question Page to be edited. 
  2. Click the red Delete icon to remove that question. 

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Deleted Tab

The Deleted tab holds 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 to move the selected page. 
  3. Click the appropriate section. 

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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). 

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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. 

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Finish Organizer Processing
  1. Click Finish.
  2. Select to have the Taxpayer or Spouse sign first.  
    • Please Note: The initial email with access to the organizer will be delivered simultaneously to the Taxpayer and Spouse. 
  3. Verify the name, email address, and mobile number. 
  4. Click Send to deliver the organizer. 

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