Retrieving an email organizer

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You can retrieve and store blank tax organizers e-mailed to clients. You can also accept and reject all or individual line items from retrieved tax organizers sent via e-mail in ToolBox CS.

You must save a PDF of the organizer to an accessible folder before starting this procedure.

To retrieve an email organizer PDF:

  1. Choose File > Retrieve E-mail Organizer.
  2. Navigate to the location where you saved the PDF of the email organizer and click Open.
  3. Click the Retrieve button and then choose to accept or discard the data using the buttons at the top of the organizer.
    Button Function
    Discard All button If the focus is on an organizer data-entry input screen that contains retrieved data from the web client organizer, click this button to discard all of the retrieved data on that input screen and return the original proforma'd or preparer-entered data.
    Accept All button If the focus is on an organizer data-entry input screen that contains data retrieved from the web client organizer, click this button to accept all of the retrieved data on that input screen and change the text color from purple to black.
    Discard button If the cursor is in a field that contains retrieved data (purple text), click this button to discard the data and return the original proforma'd or preparer-entered data.
    Accept button If the cursor is in a field that contains retrieved data (purple text), click this button to accept the data and change the text color from purple to black. If the cursor is not in a field that contains retrieved data, clicking this button moves the cursor to the next field on the input screen that contains retrieved data.
  4. Save the organizer with the appropriate client and name.

    ToolBox CS opens the retrieved organizer, allowing staff to review, make modifications, and save the organizer data to a specific client.

1040 Tax Organizer – 2016

1040 Tax Organizer – 2017

Airline Personnel

Alien (Non-U.S. Citizen)

Daycare Provider

Direct Sellers

Expatriate

Farmers

Fiduciary Tax – Initial Year

Gift Tax

Long Haul Truckers and Overnight Drivers

Oil and Gas Income and Deductions

Realtors

Corporation Short-form

Partnership Short-form

S-Corporation Short-form

Note: You can export Nonresident Alien, Farmers, and Realtors tax organizer information to UltraTax CS. You must review the organizer data carefully before performing the import. See this topic for more information.

Related topics

Exporting tax organizer information to UltraTax CS

Emailing a blank tax organizer (Fillable Form) PDF

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