Upload batch organizers

Before you begin

Make sure your organizers and (optional) engagement letters are named properly for the tax software you are using (refer to the file name format instructions in this article). An incorrect file name will result in an error status.
Download a blank CSV template and fill out the CSV to include client information. The Client ID column in the CSV file must match a corresponding Client ID in the organizer and (optional) engagement letter file names.
Have a ZIP archive that contains the batch's organizers and (optional) engagement letters.
There is a size limit of 1 GB for the ZIP file.

File name requirements for supported tax software

Submit your batch

Select the
View
dropdown and select
Batch Organizer
.
Select the
Upload button
for your tax software.

In the batch upload screen, fill out the necessary information:
The Batch Name can be anything you want to identify the batch in your firm's processing.
Select the ERO from the dropdown.
Select the Tax Year from the dropdown.
Select the
No Engagement Letter
checkbox on or off to indicate whether your batch contains engagement letters.
Drag and Drop
Or
select to Upload
in the Select ZIP file area.
Drag and Drop
Or
select to Upload
your batch CSV file to the Select CSV File area.
Select
Submit
.

Checking your batch upload

Select the
View
dropdown and select
Batch Organizers
.
Select the
+
button to refer to the contents of the batch.
Eyeball
will let you view each organizer in review only.
Client Information
will let you view the client details that were pulled from the CSV.
Delete
will let you delete the Organizer from the batch.
Select the
Rocket icon
to open and process the batch.
Processing an Organizer