Screen overview: Send organizers

Search for your client

aYou can search for your client by:
  • Client ID
  • Name
  • Email address

Status

A client's Organizer can be in one of these statuses:
  • Ready to send
    - All needed information exists and you can send the Organizer to the client.
  • Missing info
    - You'll need to fix the missing information in UltraTax CS before you can send the client's Organizer. Select
    Information
     to learn what's missing and instructions on where to go in UltraTax CS to add the information. A sample of missing information can include SSN, first name, last name, etc.
  • Sending
    - Review Ready is creating and sending the Organizer to the client. Once it begins sending, it will:
    • Create a client in TaxCaddy.
    • Send the questionnaire and Document Request List (DRL) to their portal.
    • Send a registration email to the client.
  • Pending registration
    - the client hasn't completed registering their TaxCaddy portal.
  • Waiting on client
    - The Organizer was sent and now waiting for the taxpayer to complete the Organizer. This status remains until the client uploads 75% of the requested documents.
  • Processing files
    - Once the client uploads at least 1 document you can begin processing at any time. If it is under the 75% threshold, you can manually process the documents by selecting
    Process Now
    in the
    Send Organizer
    task. Once the client has uploaded at least 75% of the requested documents, Review Ready will automatically process the documents through OCR/indexing. If the client completed 100% of their questionnaire at the time they meet the 75% document threshold, the questionnaire is also processed. Once processed, the client continues to the next step of Review Ready -
    Verify Documents
    .

Preview email

You can review the registration email sent to your client by selecting
Preview email
.

Send Organizers

You can select an individual client and send their Organizer.
You can also select multiple clients and send a batch of Organizers at once.

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