How to send an e-organizer in Lacerte

To send an e-organizer in Lacerte, open last year’s program, go to Clients > Tools > Organizer, choose either Complete or Partial E-Organizer, and follow the prompts to email or save the organizer for your client. E-organizers are password-protected and expire 90 days after they are sent.

Important: You'll use last year's Lacerte to send an e-organizer for the upcoming year. Refer to How to access the organizer or e-organizer in Lacerte for more information.

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:
   • Email E-Organizer to send via email, or
   • Save E-Organizer to a removable media or to your hard drive.
     • If saving instead of emailing, communicate the password format to the taxpayer. See the Password format for e-organizers section below for details.
5. Choose where completed E-Organizers will be returned:
   • When clients are done, all E-Organizers will be returned to this address: enter the return email address, or
   • Each E-Organizer will be returned to the client’s preparer: it will be returned to the assigned preparer’s email.
6. Select Next.
7. Select the documents to include from the Document Options section.
8. Select the password option from the Password Options section:
   • Explain the password in the E-mail Letter, or
   • Communicate the password on your own.
9. Select Next.
   • If sending complete E-Organizers, skip to step 14.
10. In the E-Organizer Pages section, select the forms to include.
11. Double-click a page to include or exclude it (green checkmark = included, red X = excluded).
12. Select Next.
13. Select clients under Available Clients. Hold Ctrl to select multiple.
14. Select Add.
15. Select Next.
16. Select Send to deliver the E-Organizer.

Password format for e-organizers

E-organizers are password-protected for security.

• For U.S. clients: 5-digit ZIP code + last 4 digits of Social Security number.
• For foreign address clients: first 5 letters of the city name (case sensitive) + last 4 digits of Social Security number. If fewer than five letters, use the full city name.
• If the taxpayer doesn’t have an email address, Lacerte uses the last 4 digits of the spouse’s Social Security number.

E-organizers expire after 90 days

E-organizers expire 90 days after they are sent. If an organizer expires, you must resend it.

The E-Organizer Transmission Summary shows the result status of each E-Organizer. If shown in red, it was not successfully sent.

Your client will receive an email from Tax Organizer Administrator [eorganizer@lscsoft.com] containing a secure download link. If they do not receive the email, have them check their junk or spam folder.

For step-by-step taxpayer instructions on opening an e-organizer, review the taxpayer instructions for opening an e-organizer.

If you're receiving errors when printing or creating e-organizers, review troubleshooting steps for printing or creating e-organizers.

Frequently asked questions

• Can I resend an expired e-organizer? Yes. Repeat the sending steps to issue a new organizer.
• How do I know if my client received it? Check the E-Organizer Transmission Summary.
• Can I batch send organizers? Yes. Select multiple clients using the Ctrl key.
• Is the e-organizer secure? Yes. It is password-protected and delivered via a secure link.