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Importing an E-Organizer Returned From the Taxpayer in Lacerte

SOLVED•by Intuit•Lacerte Tax•27•Updated October 20, 2021

Before you start:

  • See How to send an e-Organizer in Lacerte if you need help sending the E-Organizer to the taxpayer.
  • When the taxpayer e-mails the return back, you'll receive an email from Tax Organizer Administrator [eorganizer@lscsoft.com].
  • If you aren't receiving e-organizers from your clients, make sure the 'preparer's email address' is correct and check your junk mail folder to make sure the email wasn't sent there.
  1. Double-click the E-Organizer attached to the email and then select Open.
    • The client you are importing the E-Organizer for must already exist in the Current Tax Year Lacerte Individual module for the import to be successful. If the client doesn't 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 doesn't open, follow the steps in the Save the E-Organizer your hard drive and then import section below.
  3. Review the taxpayer data. Any changes made by the taxpayer will appear in red.
  4. To accept the taxpayers inputs, select Accept Screen. To reject the changes, select 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, select Print or select Close to close the e-organizer window.
  6. Go into the input screens you imported data and verify that 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 email that was sent from from the taxpayer.
  3. Double-click the attached E-Organizer document.
  4. Select 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. Under Tools select Import E-Organizer.
  7. Select Browse to browse to the C:TY?? EOrgs folder.
  8. Select the File then Open.
  9. Select 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.
  10. To accept the taxpayers inputs, select Accept Screen.  To reject the changes, select 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, select Accept/Reject All Screen buttons at the bottom of the window.
  11. After importing the data, close the E-Organizer window.
  12. Go into the input screens that you imported data for and verify the data is correct.

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