Web organizer attachment file types and size limits

Alerts and notices

A client can upload and attach the following types of files to include with their web organizer:

  • Intuit Quicken export files in tax exchange format (TXF)
  • Microsoft Excel files (XLS or XLSX)
  • Microsoft Word (DOC, DOCX, or RTF)
  • Adobe Reader (PDF)
  • Image files (JPG, BMP, TIF, or PNG)
  • Web pages (HTM or HTML)
  • Text documents (TXT)

Notes

  • Clients can attach up to 50 files and the size of each attached file can be up to 10MB.
  • If the file attachment is stored as an embedded file in FileCabinet CS, you need to have the source program installed on your computer (e.g. Word, Excel, etc.). If you do not have the source program for an embedded file, or FileCabinet CS cannot determine the file format, you will be prompted to save the file to a location on your hard drive.
  • If the Deny FileCabinet CS access to client data checkbox is marked in the File > Client Properties > Advanced Properties > Restrict Access tab, the image of the client's web organizer and attachments will not be stored in FileCabinet CS. In this case, UltraTax CS prompts you to save the file attachments to a location on your hard drive during the retrieval process.
  • If you do not have FileCabinet CS, you will be prompted to save the attached file(s) to a location on your hard drive.

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