Deleting a web organizer or a PDF organizer



Deleting a web organizer or a PDF organizer

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You can delete a client’s web organizer or PDF organizer from within NetFirm CS administration.

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

Note: We delete all web organizers and PDF organizers approximately one week before we release the next full version of 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 of the My Tax screen, enter any part of the client’s first name, last name, or client ID in the Find field.
  3. Select the client, and mark the checkbox in the Delete Organizers column.
  4. Click Enter.
  5. Click OK to confirm the deletion.

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