Using help in the web client organizer

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

In the web organizer, your client logs in to NetClient CS and enters tax information directly in online forms. The Tax Organizer Index pane lists the online organizer forms grouped by category (such as Salaries and Wages). For form-specific help, click the Help buttons Help button located on the right side of each section of the online form.

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