Supported Organizer Types

This article contains an up-to-date list of organizer return types (and their generating tax software) that you can upload into Organizers. 

Important

Unsupported documents aren't recognized. If you upload one, it will be marked with a status of NON-SUPPORTED or ERROR.

  • Due diligence forms are not currently recognized.
  • Condensed organizers are not supported for Lacerte® users. 
  • Summary organizers are not supported for GoSystem® users.

If you would like us to add a return type that is not listed, please send an email to our support department at support@safesend.com or add a post to our Community Center

Return Type Supported Tax Software
  2020 2021 2022+
1040                  
Legend: CCH Axcess / ProSystem fx   | UltraTax CS   | GoSystem Tax RS   | Lacerte  

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