Specifying Business Organizer delivery preferences

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

UltraTax CS assigns the paper Business Organizer delivery preference for each client by default. Complete the following steps to specify different delivery preferences.

  1. Choose Setup > Client Communications.
  2. Select Paper, Email (PDF), File (PDF), Web, or None from the drop-down list in the Organizer Delivery column.

Notes

  • You can select a batch of clients with different delivery preferences and UltraTax CS will process all of the clients in a single print run.
  • You can override delivery preferences in the Print Organizers dialog when printing one client at a time. When printing items for multiple clients, UltraTax CS processes each organizer according to the individual delivery preference chosen in the Client Communications dialog.
  • You can specify delivery preferences for multiple clients at a time via the Utilities > Reassign Clients dialog.
  • You can set the default Business Organizer delivery method for new clients in the New client options group box of the Setup > [Entity] > Organizer tab.
  • UltraTax CS displays the selected organizer delivery preferences for the client in Screen OrgOptns in the Organizer folder. 

Related topic: UltraTax CS Business Organizer overview

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