Annie-M
Articles
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February 21, 2022 SafeSend Organizers release notes
An update to SafeSend Organizers was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...
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UltraTax CS® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading batc...
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December 20, 2021 SafeSend Organizers Release Notes
We've added new features and fixed some issues in SafeSend Organizers. Read below for more information. To see a full list of changes across all products, please see our December 20, 2021 Product N...
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My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program. ...
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Adjusting Reminder Settings on Organizers
Organizer reminders help taxpayers remember to finish filling out their organizers. Reminders to sign help taxpayers remember to review and sign their engagement letters or other documents. They ca...
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[Video] Organizer Client Experience
The video below shows you a typical organizer experience from the perspective of the taxpayer.
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Placing Checkboxes and Radio Buttons
Checkboxes and radio buttons can be added to Organizer documents and/or Additional E-Sign Documents during processing. For batch Organizers, this option is only available in the Additional E-Sign D...
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Leading Zeros in CSV Template
Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue. Warning: After you save ...
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Married Filing Jointly Organizers
There are several scenarios in which the organizer is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse. Wha...
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Check Boxes or Text Boxes Misplaced
If you or your taxpayer notice that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in q...