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:
- Open Outlook.
- For Outlook 2007 and older:
- Click on Actions.
- Click on Junk E-Mail.
- Select Junk E-Mail Options.
- For Outlook 2010 and newer:
- Click on the Home tab.
- Click on the Junk dropdown menu.
- Select Junk E-mail Options.
- Click the Safe Senders tab.
- Click Add.
- Type eorganizer@lscsoft.com.
- Click OK.
- Click Apply.
- Click OK.
- 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.