How to complete an organizer

1. When you’re required to complete an organizer, you’ll see notifications in the Organizers category on the Home page. Click Complete Organizer in the notification to open the questionnaire. 

2. Start filling in the questionnaire and uploading the requested documents. All your answers are saved automatically.
3. Click Next to proceed with the next section. Once you are done, click Submit. This will let your accountant know that the organizer is complete. They’ll check it to make sure it contains all the information they need to start getting to work on your documents.

Some questions in an organizer are optional, while others are mandatory. You cannot submit an organizer until all mandatory questions have been answered.

Once an organizer needs filling, you get an email and push notification. A notification also appears on your Dashboard. Click on the notification to open the organizer or go to the Organizers section by tapping More and then Organizers.

When your accountant waits for you to fill in the organizer, the status is displayed as Pending in the Waiting for action subsection.

You don’t need to complete an organizer in one sitting. Tap the three dots in the upper right corner of the screen and select Save as draft to save your progress. If you need to start over, select Erase all answers.

Submit the organizer for review by tapping Save & send once you’ve answered everything. Confirm sending the organizer by tapping Yes, save & send. This lets your accountant know it’s ready. Next, they’ll review it to get started working on your documents.

Once your accountant has finished using the organizer, they move it to History with a green checkmark status.