You'll use last year's Lacerte to send an e-organizer for the upcoming year. Refer to How to access the organizer or e-organizer in Lacerte for more information.
Follow these steps to send an E-Organizer:
- Go to the Clients list.
- From the Tools menu, select Organizer.
- Choose either the Complete E-Organizer or Partial E-Organizer from the left panel.
- Select the method you'll use to send the organizer to your client:
- Email E-Organizer to send via email, or
- Save E-Organizer to a removable media or to your hard drive.
- Choose where you want completed E-Organizers to be returned:
- When clients are done, all E-Organizers will be returned to this address: enter the address where E-Organizer should be sent back to, or
- Each E-Organizer will be returned to the clients preparer: the E-Organizer will be returned to the preparers email address that has been assigned to work on this return.
- Select Next.
- Select the documents that you want to include with the E-Organizer from the Document Options section.
- Select the password format from the Password Options section:
- Select explain the password in the E-mail Letter to have Lacerte explain what the password is, or
- Select communicate the password on your own to not include password information in the E-mail Letter.
- For US clients, the password format is the taxpayer's 5-digit ZIP code and the last 4-digits of their Social Security number.
- For foreign address clients, the password is the first 5 letters of their city name (case sensitive), and the last 4-digits of their Social Security number. If the city name is less than five letters, enter the entire city name.
- Select Next.
- If you're sending complete E-Organizers, skip to step 14.
- You'll now see the E-Organizer Pages section where you can select the forms you want to include in the E-Organizer.
- To select a page, double-click on that page. If the page has a green checkmark in the box, then that page will be included in the E-Organizer. If the page has a red X in the box, that means the page won't be included in the E-Organizer.
- Select Next.
- Select the clients under the Available Clients section. To select multiple clients, hold down the Ctrl key and select the applicable clients.
- Select Add. This will move the highlighted clients from the Available Clients section to the Selected Clients section.
- Select Next.
- Select Send to send the E-Organizer to the client(s).
The E-Organizer Transmission Summary will appear showing the result status of each E-Organizer selected. If the item is shown in red, the E-Organizer wasn't successfully sent.
Your client will receive an email from Tax Organizer Administrator [eorganizer@lscsoft.com]. The email will contain a link to download their E-Organizer. If they didn't receive the email, have them check their junk mail or spam folders.
