Organizer common questions
User Questions
Question | Answer |
|---|---|
Where do I enable/disable Organizers? | Organizers are included as part of the Preferred and Premium pricing tiers. You can't purchase them separately. Go to . |
What tax software types are supported? | CCH Axcess™ and ProSystem fx®, UltraTax CS®, Lacerte®, and GoSystem® Tax RS. |
What organizer types are supported? | 1040 organizers are supported. Refer to Supported Organizer Types for more information. |
Which tax years are supported? | 2020 and later. |
Do all pages need to be in the organizer? | No, you can select specific pages in print settings. Personal information pages are required. |
What types of organizers can be uploaded? | Most organizer pages are recognized. This includes lite organizers, classic, and full versions. Fillable fields will appear green in the Taxpayer Preview. |
What document types are not recognized/fillable? | Due Diligence letters are not currently recognized for all tax software types. Condensed organizers for Lacerte® are not currently recognized. Summary organizers for GoSystem® are not currently recognized. |
Can the default questionnaire be customized? | The default questionnaire generated by your tax software should not be edited. We recommend you use the Custom Questions feature instead. |
Do organizers comply with optical character recognition (OCR)? | Yes. |
Can I turn off source document gathering? | In organizers, go to Settings > General >Gather Source Document . |
Where can I find delivered organizers? | The Organizers Report section in the left-hand panel. |
How do I know if a taxpayer edited existing text? | The text will be a different color on the completed organizer PDF. Taxpayer text will appear blue, while information entered by the spouse is magenta. |
Can I use the UltraTax® or GoSystem® integration to upload organizers? | The UltraTax® and GoSystem® integrations are not compatible with Organizers. A PDF copy of the organizer needs to be uploaded manually. |
Can clients upload documents to archived organizers? | As long as the firm hasn't closed the request or the client marked as complete, the client can still upload documents to an archived organizer. |
Engagement Letters
Question | Answer |
|---|---|
For batch organizers, do all engagement letters need to be the same? | All engagement letters included in a batch should be formatted the same way; any signature/date lines should be in the same position on the same page. |
Are engagement letters required? | No, engagement letters are optional. |
Can engagement letters be sent without a signature control for a 2nd recipient? | Yes. |
How do I add a standard or customized engagement letter? | Engagement letters are added and customized in your tax software. |
Can signatures be applied to pages other than the engagement letter? | During processing, signatures can be added in the Additional E-Sign Documents tab or the Organizers tab. |
If some signature blocks are marked as required and some are not, what happens on the taxpayer side? | The taxpayer will be forced to sign the required fields. After that is completed, they can choose to mark the other pages as reviewed. |
If the taxpayer marks the document as reviewed, can they go back and sign it later? | No, the taxpayer will not be able to go back and sign if they marked the document as reviewed. They can download the unsigned document. |
Client Questions
Question | Answer |
|---|---|
Which file types can the client upload? | The client can upload .pdf, .doc, .xls, .txt, .png and .jpeg files. |
Can the client edit an organizer after it's been submitted as complete? | Yes, the firm would need to unlock the organizer for editing using the reopen organizer option in the action menu. |
When can the client upload additional documents? | If the client marked the document uploads as complete, additional documents can't be uploaded. The firm can grant uploads again by using the reopen document upload option in the action menu. |
Can I fill out the organizer on a tablet? | Yes, the organizer can be completed on a tablet. This includes signing, completing the questionnaire, filling out the organizer, and uploading documents. |
Can I fill out the organizer on a phone? | Organizers can be partially completed on a phone. You can sign and upload documents, but you can't complete the questionnaire or fill out the organizer. Refer to our Organizers on Mobile article for more information. |
Why are all the options to sign and fill grayed out? | This indicates that your spouse needs to sign the engagement letter before you can continue. |
Batch Processing Specific
Question | Answer |
|---|---|
Are there any requirements for the .CSV template? | Client ID must be in text format, refer to Excel Tip . The mobile number field is digits only. Don’t delete any columns in the .CSV file. Refer to the Uploading Batch Organizers article for a full list of .CSV requirements. |
In a batch, can I have different engagement letters? | No, all engagement letters in a batch must be formatted exactly the same to ensure correct signature placement. |
Do I have to do a separate batch for every Electronic Return Originator (ERO)? | Yes. |
How many organizers can be sent in a batch? | There is a size limit of 1 GB for the .ZIP file, this is roughly 1,000 organizers. |
I received a committable or uncommittable error, what do I do? | Committable will be delivered, uncommittable won’t and is removed from the batch process. |
