Preventing clients from submitting multiple versions of a web organizer

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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.

To prevent clients from submitting multiple versions of their web organizers, choose Setup > 1040 Individual > Organizer > NetClient Options and mark the Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes checkbox. Any subsequent changes to the organizer should then be communicated directly to your office by a client using a method other than the web organizer.

Note: This setting will automatically proforma to next year's version of UltraTax CS. 

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