Batch processing client organizers by delivery method

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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.

To process multiple client organizers by delivery method (email, paper, or web), complete the following steps.

  1. Choose Setup > Client Communications and verify that Paper, Email (PDF), or File (PDF) is selected in the Organizer Delivery column for the desired clients. (Note that multiple clients can be assigned to a single delivery method by choosing Utilities > Reassign Clients.) Select None if you do not wish to send the client an organizer.
  2. Click OK to close the Client Communications dialog.
  3. Choose File > Print Organizers.
  4. Click the Clients button to open the Select Clients to Print dialog.
  5. In the Focus group box, click the Modify button to open the Modify Event Focus dialog.
  6. In the Modify Event Focus dialog, change the selection from All clients, regardless of status to Logged.
  7. Change Logged to Organizer Delivery in the drop-down list.
  8. In the set to drop-down list, select the organizer delivery method that you are processing and click OK.
  9. In Select Clients to Print dialog, click the Select All button to select all of your clients from the filtered list.
  10. Click OK to close the Select Clients to Print dialog.
  11. In the Print Organizers dialog, click the Print button.

After these steps, UltraTax CS will process only the clients with the delivery method specified in step 8.

Note: UltraTax CS will save the selected organizer delivery method specified in the Modify Event Focus dialog after processing the batch of organizers. To change the client focus back to all clients repeat steps 5-8 and choose All clients, regardless of status on step 8.

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