Deletion of web organizers from NetClient CS portals

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

With the passing of the October 2017 final extension date and in accordance with our policy, we will delete all 2016 individual web organizers from NetClient CS portals during the third week of November. After this date, you will not be able to retrieve 2016 individual web organizer data via CS Connect for transfer into UltraTax CS. For information about retrieving data from web organizers, see Retrieving data from web client organizers.

We will delete 2016 business web organizers based on the dates on which the organizers were created. Due to businesses having varying fiscal year end dates, we will delete each business web organizer one year from the date it was created.

You will be able to send 2017 web organizers to your clients’ NetClient CS portals after you install UltraTax CS version 2017.1.0, which will be released in late November.

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