Send Organizers in Review Ready

The first part of the Review Ready process is sending Organizers to your clients.
  1. In UltraTax CS 2024, select Review Ready
    Review Ready
    from the toolbar.
  2. In the
    Your tasks
    pane, select
    Send organizers
    .
    The list on this screen shows all your clients who are eligible to receive an Organizer and their corresponding status.
  3. In the
    Actions
    column, select
    Send organizer
    in the row for the client you'd like to send an Organizer to.
  4. If you'd like to send Organizers in bulk, use the checkboxes to select more than 1 client, or
    Select all
    , then select send organizer
    Send organizer
    above the grid.
  • The
    Status
    column will change from "Ready to send" to "Sending..." for each client you sent an Organizer to.
  • Your client will get an email invitation to sign up for Tax Caddy.
  • Once your client signs into Tax Caddy, they can begin the questionnaire and uploading documents.

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