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.
- 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 of the My Tax screen, enter any part of the client’s first name, last name, or client ID in the Find field.
- Select the client, and mark the checkbox in the Delete Organizers column.
- Click Enter.
- Click OK to confirm the deletion.