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This article applies to:

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

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.
  1. Go to
    Send Organizers
    .
  2. Select a tax software button.
  3. Drag the
    Client Copy
     to
    Drag files here
     or
    click to upload
    the organizer PDF.
  4. Verify
    Client ID
     and
    Tax Year
    .
  5. Verify Taxpayer name.
    • The
      Upload Progress
       bar turns green when the upload is complete.
  6. Select or deselect
    No Engagement Letter
    .
    • If an engagement letter is not included, skip to step 10.
  7. Select the
    Engagement Letter
     tab to upload an engagement letter (step not required for CCH users).
  8. Drag the Client Copy to
    Drag files here
     or
    click to upload
     the engagement letter PDF.
  9. The
    Upload Progress
     bar turns green when the upload is complete.
  10. Select
    Submit
     to finalize the upload.
Client Info Tab
The Client Info tab displays the personal information page of the organizer.
  1. 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.
  2. Enter Taxpayer Information.
  3. Select the
    Deceased
     checkbox to mark the spouse or taxpayer as deceased.
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.
  1. Select an
    Engagement Letter
     bookmark OR select the Arrows to locate the page where you will place the signature blocks.
  2. Select the
    Signer
     dropdown to select the taxpayer or spouse (if applicable).
    • Signature blocks associated with the selected signer are highlighted in yellow.
  3. 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.
  1. Select/ De-select the
    Required
     checkbox to your preference.
  2. Select
    Save
    .
Organizer Tab
The organizer tab displays all pages in the organizer PDF.
  1. Select any
    Bookmark
     to view that page.
  2. Use the arrows to go through each page.
  3. Select the orange
    Move To
     button to move or delete the selected page.
  4. Switch the
    Organizer page require Signature
     to
    On
     to add signature controls to the page (feature is not available for batch organizers).
    1. 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.
    2. Select or de-select the
      Required
       checkbox for added Signature Field blocks.
    3. 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.
  1. Select the
    Add Document (+)
     button.
  2. Drag the document to
    Drag files here
     or
    click to upload
    .
  3. View the
    Upload Progress
     bar; turns green when the upload is complete.
  4. Select a document type from the
    Document Type
     drop-down menu.
  5. 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.
  1. Select the
    Modify Added Document
     button to edit or delete the document type.
  2. Apply a signature field to the page.
    1. Drag/drop a
      Signature Block
       onto the selected page.
    2. Select or de-select the
      Required
       checkbox for added signature blocks.
    3. Select
      Save
      .
  3. Add another Additional E-Sign Document.
Custom Questions Tab
See the Custom Questions article for more information about setting up custom questions.
  1. Select the
    Choose Template
     dropdown to apply the template type.
  2. Select the
    Remove
     icon next to each section you need to delete.
    • Removing a section will remove all questions within that section.
  3. 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:
  1. Select the
    Bookmark
     to view that page.
  2. Select the orange
    Move To
     button.
  3. 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
  1. Select the
    Taxpayer Preview
     button to view the return as the taxpayer.
    • A new tab opens; pop-ups must be enabled for this function.
  2. Select the
    Contact Person
     drop-down to select who will be listed as the firm contact for the taxpayer.
  3. Select the
    Message from Preparer
     drop-down to select a pre-made template to apply. See the Settings: Saved Messages article for more information.
  4. Select
    New
    to create a new
    Message from Preparer
    .
  5. Select
    Edit
     to edit the existing
    Message from Preparer
    (setting must be enabled by an administrator under Settings >Saved Messages).
Email Notifications
  1. Select the
    Sender Name
    drop-down to change the sender name that appears on emails sent to the taxpayer.
  2. Select the
    Notify About Completed Engagement Letter
     field to select which user will be notified when the engagement letter is completed.
  3. Select the
    Notify About Completed Organizer
     field to select which user will be notified when the organizer letter is completed.
  4. Select the
    Notify about Uploaded Files
     field to select which user will be notified when the taxpayer uploads documents.
Reminders
  1. 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.
  2. 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
  1. Select
    Finish
    .
  2. 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.
  3. Select
    Send
     to deliver the organizer.

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