How to send an e-organizer in Lacerte

Follow these steps to send an E-Organizer:

1. Go to the Clients list.
2. From the Tools menu, select Organizer.
3. Choose either the Complete E-Organizer or Partial E-Organizer from the left panel.
4. Select the method you'll use to send the organizer to your client:
   • Email E-Organizer to send via email, or
   • Save E-Organizer to a removable media or to your hard drive.
     • Due to no email being created, you will want to communicate the password format to your taxpayer. See Step #8 for specifics.
5. Choose where you want completed E-Organizers to be returned:
   • When clients are done, all E-Organizers will be returned to this address: enter the address where E-Organizer should be sent back to, or
   • Each E-Organizer will be returned to the clients preparer: the E-Organizer will be returned to the preparers email address that has been assigned to work on this return.
6. Select Next.
7. Select the documents that you want to include with the E-Organizer from the Document Options section.
8. Select the password format from the Password Options section:
   • Select explain the password in the E-mail Letter to have Lacerte explain what the password is, or
   • Select communicate the password on your own to not include password information in the E-mail Letter.
     • For US clients, the password format is the taxpayer's 5-digit ZIP code and the last 4-digits of their Social Security number.
     • For foreign address clients, the password is the first 5 letters of their city name (case sensitive), and the last 4-digits of their Social Security number. If the city name is less than five letters, enter the entire city name.
     • If the taxpayer doesn't have an email address, Lacerte will use the last 4-digits of the Spouse's Social Security number.
9. Select Next.
   • If you're sending complete E-Organizers, skip to step 14.
10. You'll now see the E-Organizer Pages section where you can select the forms you want to include in the E-Organizer.
11. To select a page, double-click on that page. If the page has a green checkmark in the box, then that page will be included in the E-Organizer. If the page has a red X in the box, that means the page won't be included in the E-Organizer.
12. Select Next.
13. Select the clients under the Available Clients section. To select multiple clients, hold down the Ctrl key and select the applicable clients.
14. Select Add. This will move the highlighted clients from the Available Clients section to the Selected Clients section.
15. Select Next.
16. Select Send to send the E-Organizer to the client(s).

The E-Organizer Transmission Summary will appear showing the result status of each E-Organizer selected. If the item is shown in red, the E-Organizer wasn't successfully sent.

Your client will receive an email from Tax Organizer Administrator [eorganizer@lscsoft.com]. The email will contain a link to download their E-Organizer. If they didn't receive the email, have them check their junk mail or spam folders.

For information to send the taxpayer on opening an e-organizer, see here.

If you're receiving errors when printing or creating e-organizers, see here.