Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Importing an E-Organizer Returned From the Taxpayer

Intuit Help
Intuit

Importing an E-Organizer Returned From the Taxpayer

When the taxpayer e-mails the return back, you will receive an e-mail from Tax Organizer Administrator [eorganizer@lscsoft.com]. If you are not receiving e-organizers from your clients, verify the 'preparer's e-mail address' is correct and/or check your junk mail folder to make sure the e-mail was not sent there.

  1. Double-click the E-Organizer attached to the e-mail and then click Open.
    • The client that you are importing the E-Organizer for must already exist in the Current Tax Year Lacerte Individual module for the import to be successfull. If the client does not exist in Current Tax Year Lacerte, proforma the client from the prior year Lacerte.
  2. Double-clicking the attachment should launch the Lacerte Tax program with the clients e-organizer data displayed on the screen. If Lacerte does not open, follow the steps in the Save the E-Organizer your hard drive and then import section below.
  3. Review the taxpayers data. Any changes made by the taxpayer will appear in red.
  4. To accept the taxpayers inputs, click Accept Screen. To reject the changes, click Reject Screen.
    • Using the Accept/Reject Screen buttons at the top of the window will only apply to the screen currently being viewed. To accept all screens or reject all screen at once, click Accept/Reject All Screen buttons at the bottom of the window.
  5. If you want a hard copy of the data, click Print or click Close to close the e-organizer window.
  6. Go into the input screens that you imported data for and verify the data is correct.
  1. Create a folder on your local C: drive called TY?? EOrgs. (?? = tax year) Example: C:TY20
  2. Open the returning E-Organizer e-mail that was sent from from the taxpayer.
  3. Double click the attached E-Organizer document.
  4. Click Save to save the e-organizer to C:TY?? EOrgs.
  5. Open the Lacerte Tax program to import into, usually this will be the current tax year.
  6. Click on Tools.
  7. Click on Import E-Organizer.
  8. Click on Browse and browse to the C:TY?? EOrgs folder.
  9. Select the File and click Open.
  10. Click OK.
    • The client that you are importing the E-Organizer for must already exist in the current year program to import the E-Organizer. The program will automatically open the client and the E-Organizer window will display on the screen. Any changes made by the taxpayer will appear in red.
  11. To accept the taxpayers inputs, click on Accept Screen.  To reject the changes, click on Reject Screen.
    • Using the Accept/Reject Screen buttons at the top of the window will only apply to the screen currently being viewed. To accept all screens or reject all screen at once, click Accept/Reject All Screen buttons at the bottom of the window.
  12. After importing the data, close the E-Organizer window.
  13. Go into the input screens that you imported data for and verify the data is correct.

Related topics

Was this helpful?

You must sign in to vote, reply, or post
Labels (1)

This discussion has been locked. New comments cannot be posted on this discussion anymore. Start a new discussion

Related to this Article