Adjust reminder settings on organizers

Organizer reminders help taxpayers remember to complete their organizers.
Source Document reminders can only be sent manually using the Send Reminder button.
An administrator for your account can adjust the default for reminders in the Organizer Settings.
Automated reminders are turned off when an organizer is archived.

Processing: Set reminders during processing

Go to the
Delivery Options
tab during processing.
Go to the
Reminders
section.
Switch the Signing and/or Organizer reminders on or off.
Select a reminder time frame from the dropdown.
Finish processing the organizer.

After delivery: Adjust reminders on a single organizer

Go to
Delivered Organizers
.
Select
More Action Items (...)
.
Select
Send Reminder
.
Select the
Schedule Automated Reminder
tab.
Switch the reminder to turn on or turn off the
Signing
or
Organizer
reminders.
Select the
Send a reminder every. . .
dropdown to choose how often Signing or Organizer reminders are sent to the taxpayer.
Select
Save
to save any changes made.

After delivery: Adjust reminders on multiple organizers

Go to
Delivered Organizers
.
Select the Organizer you want to change reminders for.
Select
Send Reminder
.
Select the
Schedule Automated Reminder
tab.
Switch the reminder to turn on or turn off the
Signing
or
Organizer
reminders.
Select
Send a reminder every. . .
to choose how often
Signing
or
Organizer
reminders are sent to the taxpayer.
Select
Save
to save any changes made.