Deleting a web organizer or a PDF organizer

Alerts and notices
Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):


Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

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.

Related topics

Share This