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This article applies to:

  • Product: safesend
  • Subject: Organizer
  • Audiences: Staff

Organizers In-Process

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Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The main
Organizers In-Process
 dashboard shows organizers that have been uploaded, but not delivered.
For information about uploading and processing organizers, refer to our Processing an Organizer article. For information about uploading batch organizers, refer to our Uploading Batch Organizers article.

Upload options

  1. Select the upload options dropdown
  2. Select
    One-Off
     to upload one-off organizers or select
    Batch Organizer
     to upload batch organizers.

Action icons

Bulk Delete
Delete multiple organizers at a time.
    1. Select the checkboxes next to one or more organizers to be deleted.
    2. Select the
      Delete
       button.
Process
Select the purple
Process
 icon to open the organizer and begin processing for delivery.
Edit Client Info
Taxpayer and Spouse information can be updated after the organizer is uploaded and prior to delivery.
  1. Select the green
    Edit Client Info
     button card to access the
    Edit Client Info
     window.
  2. Change any of the information that needs to be updated.
  3. Select
    Save
     to save any changes made.
Report a Problem
Use this feature to report an issue to the SafeSend Support team.
  1. Select
    Report a Problem
    .
  2. Enter a
    Description
     of the issue. The more details, the better.
  3. Select
    Submit
    .
Additional Actions
  1. Select the
    View
     dropdown to display
    One-Off
     or
    Batch
     organizers.
  2. Select
    Refresh
     to refresh the
    Organizers In-Process
     page
  3. Select
    Filter
    to
    Apply recent filter
    ,
    Save current filter
    , or
    Clear Filter
    .
    • You can filter by Name, Client ID, ERO/Signer, Assigned To, Status, etc. using the column headers on the In-Process page.
  4. Select
    Export To Excel
     to generate a report with the information listed for all organizers shown in the
    Organizers In-Process
     section.

Organizers In-Process statuses

  • Uploaded
    : This status appears briefly immediately after the organizer has been uploaded. It changes to Ready once the upload is complete. It may take several minutes for this status to change for large organizers.
  • Ready
    : This status appears after the return has completed uploading. It indicates that the return is fully uploaded and is ready to be processed and that no one has started processing it yet.
  • Processing
    : This status appears after a user selects the organizer to be processed.
  • Preparing for Delivery
    : This status appears briefly immediately after the organizer has been delivered. The organizer is moved to the Organizers Report section once delivery is complete. It may take several minutes for this status to change for large organizers.
  • Error
    : This status indicates the program didn’t recognize the organizer, or it was missing pertinent information. Make sure you follow the correct print settings were followed and include the required personal information page.
  • Non-Supported
    : This status indicates the program didn’t recognize the organizer, or was missing pertinent information. Make sure the appropriate print settings were followed and the required personal information page was included in the print.

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