Organizer Tips and Tricks
Situation: Batch upload shows an error status.
Resolution: Make sure our default template is being used and that it is saved as a .CSV file, not an Excel file. The template can be downloaded from the product or in our Uploading Batch Organizers article.
Situation: The taxpayer cannot upload documents with file names exceeding 200 characters.
Resolution: The taxpayer can re-name the file so it has a shorter file name.
Situation: During processing, radio buttons/checkboxes should not be overlapped. Otherwise, the bottom button will not be available on the taxpayer side.
Resolution: Do not overlap radio buttons/checkboxes during processing.
Situation: Custom Question text is not formatted correctly or contains extra characters.
Resolution: Do not copy/paste text into the Custom Questions section. Special formatting will cause formatting/display issues.