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Unable to receive E-Organizer from the preparer or taxpayer

SOLVEDby IntuitLacerte TaxUpdated December 03, 2021

If the tax preparer or taxpayer isn't receiving the E-Organizer, the cause may be an incorrect email address or email filters that are sending the E-Organizer to the junk folder. Use the applicable instructions below to resolve this issue.

If the taxpayer isn't receiving the E-Organizer:

  1. Go to Screen 1, Client Information.
  2. Scroll down to the Taxpayer Contact Information section.
  3. Make sure the E-mail Address entered is correct.

If the taxpayer's email address is blank:

  1. Scroll down to the Spouse Contact Information section.
  2. Make sure the E-mail Address entered is correct.
    • Lacerte will send the E-Organizer to the spouse's email address if the taxpayer doesn't have an email address.

Check the taxpayer's junk or spam email folder for the E-Organizer. The email program may have treated the E-Organizer as junk email.

If the client uses Outlook, ask them to check their Junk Email Options:

  1. Open Outlook.
    • For Outlook 2007 and older:
      1. Click on Actions.
      2. Click on Junk E-Mail.
      3. Select Junk E-Mail Options.
    • For Outlook 2010 and later:
      1. Click on the Home tab.
      2. Click on the Junk dropdown menu.
      3. Select Junk E-mail Options.
  2. Click the Safe Senders tab.
  3. Click Add.
  4. Type eorganizer@lscsoft.com.
  5. Click OK.
  6. Click Apply.
  7. Click OK.
  8. Resend the E-Organizer.

If the taxpayer still isn't receiving the E-Organizer, use the Save E-Organizer to Disk option to save the file on your computer. Next, use Windows File Explorer to locate the file. Rename the file, changing the extension from .exe to .pdf. Use your preferred e-mail program to send the file to your client as an attachment.

When your client receives the e-mail with the attachment, they'll need to save the attachment to their local drive and change the extension back to *.exe before trying to open the E-Organizer.

If the tax preparer isn't receiving the E-Organizer:

  1. Ask your client to open up the E-Organizer and click the Return to Preparer button.
  2. Ask them to make sure that the email address at the top is correct.
  3. If it isn't correct, then click the Save to Disc option and save the E-Organizer file to the desktop.
    • It'll be a *.ODY extension. Y = the current tax year.
  4. Ask the client to attach the *.ODY file to an email using their email application and send it to the preparer.

If the taxpayer's email address is blank:

  1. Scroll down to the Spouse Contact Information section.
  2. Make sure the E-mail Address entered is correct.
    • Lacerte will send the E-Organizer to the spouse's email address if the taxpayer doesn't have an email address.

Check your junk or spam email folder for the E-Organizer. The email program may have treated the E-Organizer as junk email.

If you use Outlook, check your Junk Email Options:

  1. Open Outlook.
    • For Outlook 2007 and older:
      1. Click on Actions.
      2. Click on Junk E-Mail.
      3. Select Junk E-Mail Options.
    • For Outlook 2010 and later:
      1. Click on the Home tab.
      2. Click on the Junk dropdown menu.
      3. Select Junk E-mail Options.
  2. Click the Safe Senders tab.
  3. Click Add.
  4. Type eorganizer@lscsoft.com.
  5. Click OK.
  6. Click Apply.
  7. Click OK.
  8. Resend the E-Organizer.

Try temporarily turning off your antivirus/firewall program and have the client resend the E-Organizer.

If this works, then you'll need to configure your antivirus/firewall program to allow incoming emails from eorganizer@lscsoft.com and to allow *.ODY (for example, *.OD6).

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