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Process an organizer

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Before an organizer is delivered to the taxpayer, it must be uploaded and processed. These steps outline how to upload, process, edit, and deliver an organizer.

Uploading an Organizer

After selecting the software upload icon, the upload window will appear.

Go to Send Organizers
.

Select a tax software button.

Drag the Client Copy
to Drag files here
or click to upload
the organizer PDF.

Verify Client ID
and Tax Year
.

Verify Taxpayer name.

The Upload Progress
bar turns green when the upload is complete.

Select or deselect No Engagement Letter
.

If an engagement letter is not included, skip to step 10.

Select the Engagement Letter
tab to upload an engagement letter (step not required for CCH users).

Drag the Client Copy to Drag files here
or click to upload
the engagement letter PDF.

The Upload Progress
bar turns green when the upload is complete.

Select Submit
to finalize the upload.

Client Info Tab

The Client Info tab displays the personal information page of the organizer.

Review organizer Information.

Engagement Type and Tax Year can't be edited; this information is automatically recognized.

Office Location is required. Refer to the Multiple Office Locations article for more information.

Enter Taxpayer Information.

Email is required.

Mobile number and country code are not required. This is only applicable if your firm has MFA enabled. View Multi-Factor Authentication for Taxpayers for more information.

Select the Deceased
checkbox to mark the spouse or taxpayer as deceased.

Refer to Deceased Taxpayer Option for more information.

note

If a Spouse is Included, the email is not required to send the organizer. The Taxpayer will have the option to add the spouse's email for signing or review.

Engagement Letter Tab

The Engagement Letter tab displays the full engagement letter uploaded with the organizer. Taxpayer and spouse signature blocks will need to be added to the page.

note

Any signature block option, like a Name or Initials field, will be required on the taxpayer side, even if the Signature is not required.

Select an Engagement Letter
bookmark OR select the Arrows to locate the page where you will place the signature blocks.

Select the Signer
dropdown to select the taxpayer or spouse (if applicable).

Signature blocks associated with the selected signer are highlighted in yellow.

Drag/drop any signature block onto the selected page.

note

By Default, Signature Fields
will be marked as required. Once the field is placed on the page, a prompt will appear that will let you change this setting.

Select/ De-select the Required
checkbox to your preference.

Select Save
.

Organizer Tab

The organizer tab displays all pages in the organizer PDF.

Select any Bookmark
to view that page.

Use the arrows to go through each page.

Select the orange Move To
button to move or delete the selected page.

Switch the Organizer page require Signature
to On
to add signature controls to the page (feature is not available for batch organizers).

Drag/drop a Signature Block
onto the selected page.

The block will be assigned to the selected taxpayer from the dropdown.

Refer to the Placing Checkboxes and Radio Buttons guide for specific instructions related to those features.

Select or de-select the Required
checkbox for added Signature Field blocks.

Select Save
.

Additional E-Sign Documents Tab

The Additional E-Sign Documents tab is used to manually add forms that were not included in the original return PDF that require a signature. This tab functions the same way as the Engagement Letter tab after documents are uploaded.

note

Any signature block option, like a Name or Initials field, will be required on the taxpayer side, even if the Signature is not required.

Select the Add Document (+)
button.

Drag the document to Drag files here
or click to upload
.

View the Upload Progress
bar; turns green when the upload is complete.

Select a document type from the Document Type
drop-down menu.

Select Submit
.

After upload, additional editing options appear.

note

Signature blocks are not automatically added to additional e-sign documents. They must be added manually.

Select the Modify Added Document
button

to edit or delete the document type.

Apply a signature field to the page.

Drag/drop a Signature Block
onto the selected page.

The block will be assigned to the selected taxpayer.

Refer to the Placing Checkboxes and Radio Buttons guide for specific instructions related to those features.

Select or de-select the Required
checkbox for added signature blocks.

Select Save
.

Add another Additional E-Sign Document.

Custom Questions Tab

See the Custom Questions article for more information about setting up custom questions.

Select the Choose Template
dropdown to apply the template type.

Select the Remove
icon next to each section you need to delete.

Removing a section will remove all questions within that section.

Select the Remove
icon next to each question you need to delete.

Deleted Tab

The Deleted
tab stores any deleted pages. These pages will not be delivered to the taxpayer. To restore pages:

Select the Bookmark
to view that page.

Select the orange Move To
button.

Select the appropriate section to move the document.

Delivery Options Tab

The Delivery Options tab is used to review and edit the default settings for the organizer.

Taxpayer Dashboard

Select the Taxpayer Preview
button to view the return as the taxpayer.

A new tab opens; pop-ups must be enabled for this function.

Select the Contact Person
drop-down to select who will be listed as the firm contact for the taxpayer.

Select the Message from Preparer
drop-down to select a pre-made template to apply. See the Settings: Saved Messages article for more information.

Select New
to create a new Message from Preparer
.

Select Edit
to edit the existing Message from Preparer
(setting must be enabled by an administrator under Settings >Saved Messages).

Email Notifications

Select the Sender Name
drop-down to change the sender name that appears on emails sent to the taxpayer.

Select the Notify About Completed Engagement Letter
field to select which user will be notified when the engagement letter is completed.

Select the
Notify About Completed Organizer
field to select which user will be notified when the organizer letter is completed.

Select the
Notify about Uploaded Files
field to select which user will be notified when the taxpayer uploads documents.

Reminders

Toggle the Signing
reminder button to enable or disable signing reminders.

Select the Send a reminder every. . .
drop-down to select how often signing reminders are sent to the taxpayer.

Toggle the Organizers
reminder button to enable or disable organizer reminders.

Select the Send a reminder every. . .
drop-down to select how often organizer reminders are sent to the taxpayer.

Finish Organizer Processing

Select Finish
.

Select to have the Taxpayer
or Spouse
sign first.

Please Note
: If both Taxpayer and Spouse emails are entered in the Client Info section, the initial email will be delivered simultaneously.

Select Send
to deliver the organizer.

This article applies to:

Product: safesend
Subject: Organizer
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Process an organizer

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