Follow these steps to open an E-Organizer sent from a tax preparer:
- Click on the link provided in the e-mail from Tax Organizer Administrator <email@example.com>.
- If the link doesn't work, copy and paste the entire URL into your web browser.
- The link provided in this e-mail is not an embedded executable file (.exe), but a link to a secure server where you are downloading the executable file. This is a very secure process and has passed very rigorous security reviews.
- Click Save.
- Save the EOrg2021.exe file to your Desktop.
- Double-click on the EOrg2021 file located on your Desktop.
- Enter your Password.
- The Password may be included in the body of the e-mail. If it isn't, please contact your tax preparer for the password. Usually, the password will be your 5-digit zip code + the last 4 digits of the your SSN.
- Click Continue.