Taxpayer instructions for opening the E-Organizer sent by the preparer

Follow these steps to open an E-Organizer sent from a tax preparer:

1. Click on the link provided in the e-mail from Tax Organizer Administrator .
   • 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.
2. Click Save.
3. Save the EOrg2024.exe file to your Desktop.
4. Double-click on the EOrg2024 file located on your Desktop.
5. Enter your Password.
   • The password will typically be your 5-digit zip code + the last 4 digits of your SSN.
   • If you file jointly with your spouse, it may use the last 4 digits of your spouse's SSN based on how the preparer entered your information.
6. Click Continue.

What if the taxpayer is not on a Windows computer?

Just like Lacerte, the E-Organizer doesn't support non-windows computers. If your taxpayer is is using an Apple/Android tablet, or a MAC/Linux computer, here are some common workarounds:

• Open the E-Organizer on a PC using a supported Windows operating system. 
  If the user has access to computer running Windows, they can download the E-Organizer with that computer.
  • Caution: Since the E-Organizer contains the taxpayer's information, they should avoid computers that are used by a large number of people.
• Use a PDF of the paper Organizer. 
  You can send PDF organizers via email.
  • This information can't be directly imported, so you will need to manually enter the information after receiving the organizer back from the taxpayer.
• Use Intuit Link. 
  Similar to a PDF version of a paper organizer, you can use Intuit Link to send your organizer questions to your clients. This will allow them to complete the organizer electronically and upload their W-2 and other documents for you to access.
  • At this time, Intuit Link doesn't offer the ability to import information into Lacerte, so the data will need to be manually entered.
• Run Windows emulation software.
  Apple computers typically have built-in Windows emulation such as Parallels Desktop. On other devices, users may be able to use Virtual Machine software, however they may have to purchase a Windows license key.

If you'd like to submit feedback on this subject, go to the Lacerte Tax Idea Exchange.