Reprocessing Web Client Organizers

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Web Client Organizers can be re-created, retransmitted, and re-retrieved if needed. In order retransmit an organizer follow these steps:

Re-create and retransmit organizers

When an organizer is retransmitted to a client's portal, it will override the existing organizer in the client's portal.

  1. Go to File > Print Organizers to reassemble the organizer.
  2. If not already in the client you are reprocessing, click the Clients button to select the client. 
  3. In the Print What section select Web:
  4. Click the Assemble button.
  5. Click the CS Connect button on the toolbar.
  6. In the Options tab, in the Purpose of Connect group box, set the Web Delivery: Transmit organizers switch to Yes.
  7. Click the Web Organizer tab. This tab allows you to select the clients to whom you want to transmit a web client organizer.
  8. Click the Connect button to transmit the web organizers. When the web client organizers are transmitted, the greeting is sent via email to each of your clients instructing them that their web client organizers are available for data entry and how to access them.

After your client completes data entry and clicks Send to Preparer in their portal, the updated organizer will be available to retrieve via CS Connect.

Notes

  • It may take up to 30 minutes after transmitting the organizer for your client to see the retransmitted organizer in their portal.
  • There is not an additional transmission fee for retransmitting and re-retrieving an organizer. 
  • If any documents were successfully signed via eSignature, suppress the documents on Screen eSign, in the Electronic filing folder, to prevent additional eSignature documents from being transmitted. 

Re-retrieve organizers

Web organizers can be re-retrieved via CS Connect. To do this, have the client click Send to Preparer in their portal once again. To retrieve the data again, use CS Connect to pull in the organizer information.

This can only be completed if you have not indicated that clients can only send organizers once by using the Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes box under Setup > 1040 Product Information > Organizer tab > Options. If you have marked this box, the only way to re-retrieve the organizer is to re-create and send another organizer.

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