Create Organizers
To create Organizers in MyTaxInfo you'll need to:
- Have Full Access - User rights
- Have current year tax returns with a social security number and email address.
You can do this by creating a new return or rolling over prior year returns.
- To create a current year Organizer or return, roll over the appropriate prior year returns or create a new return.
- SelectReturns Processing, thenPreseason Processing, thenMyTaxInfo, thenCreate Organizers.
- On theCreate MyTaxInfo Organizersscreen, select theAccount,Year, andReturn type.
- Optional: sort the list by one of these options, search returns for the specific string of characters, or specify anassigned tooption.
- SelectContinueto create a list of taxpayers.
- Enter a contactName, contactPhonenumber, and contactEmailaddress for this batch of returns. These will be visible in the taxpayer’s Questionnaire.
- Select the returns you want to create organizers for. You can use theGoSystem StatusandMyTaxInfo Statuscolumns to help review which returns you should select.
- Once you've selected the returns, selectCreate Organizers.
Once complete, a notification email is sent to the selected clients.
