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. |