This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.
- In the Admin tab of the navigation pane, click the My Tax link in the NetClient CS section.
Note: If you don’t see this link, you don’t have access to this area.
- In the All Clients pane, enter any part of the client’s first name, last name, or client ID in the Find field.
Tip: Click any column heading to sort the list by the entries in the column.
- Select the client, and mark the checkbox in the Completed Organizers column.
- Click OK and then click Enter.
The organizer is now available to CS Connect, and you can retrieve it into UltraTax CS.
Related topic: My Tax administration