When a client submits their tax organizer, you'll receive a notification, the organizer_submitted pipeline trigger fires, and the organizer status changes to Submitted. Here's how to review what they sent.

Opening a Submitted Organizer

  1. Go to CRM → People → click the client.
  2. Click the Organizers tab.
  3. Click the submitted organizer — it'll show "Submitted" status.

What You Can Review

Questionnaire Answers

All yes/no responses from Step 2, with the actual answers highlighted. You can see at a glance: did they have rental income this year? Did they make retirement distributions? This section gives you the full picture before you even open a document.

Uploaded Documents

A list of every document the client uploaded, with individual download links for each file. Click any document to download it directly.

Not This Year Items

Items the client marked as not applicable for this year. Useful for confirming that they consciously chose "Not This Year" rather than forgetting to upload something.

Advisor Documents Section

Staff can add additional documents to the organizer compilation — for example, the Altruist investment statements or K-1s your firm provides. These are incorporated into the workpaper PDF alongside the client's uploads.

Actions Available

Download Workpaper PDF

Click Download Workpaper PDF to get the compiled file: cover page + full questionnaire answers + NTY list + all uploaded documents stitched into a single PDF. This is the document you hand off to the preparer — everything in one place, ready to attach to the tax file.

Reopen the Organizer

If you need additional documents from the client:

  1. Click Reopen Organizer.
  2. The client receives an email: "Your advisor has requested additional documents — please log in to complete your organizer."
  3. The organizer status goes back to "Open."
  4. The client can add more uploads or change their NTY selections.
  5. When they re-submit, a new workpaper is compiled.

Delete the Organizer

If you need to remove the organizer entirely, click Delete Organizer. A confirmation dialog appears. Deletion is permanent — all uploaded documents and responses are removed.

Organizer History

Prior year organizers remain accessible in a collapsed accordion below the current year on the Organizers tab. Use this for year-over-year comparison — you can see what the client uploaded in prior years alongside what they submitted this year, without leaving the record.

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The workpaper PDF is the single most useful output of the organizer system. Keep it attached to the return in your tax software — it's a complete record of everything the client provided and every question they answered, with your firm's branding on the cover page.