Completing a web organizer for a NetClient CS user

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This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.

  1. 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.

  2. 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.

  3. Select the client, and mark the checkbox in the Completed Organizers column.
  4. 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

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