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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Most unexpected behavior with client organizers can be attributed to missing a step during the client organizer setup. Below are topics that cover common problems with Client Organizer.
Setting up client organizers
UltraTax CS: Missing data in Organizer
UltraTax CS: Organizer delivery column grayed out
UltraTax CS: Organizer - Proforma of home office other expense amounts
Printing client organizers
UltraTax CS: Certain user-defined status events are not logged when printing returns or organizer
UltraTax CS: Client not listed to batch print organizers
UltraTax CS: page 2 is blank for the organizer cover letter or engagement letter
UltraTax CS (all entities): Firm name not printing on return or organizer documents
Email Client Organizers
UltraTax CS: Retrieval of email electronic client organizers
Web Client Organizers
Troubleshooting sending returns or organizers to NetClient CS portals
UltraTax CS: Not receiving the Web Organizer email notification
UltraTax CS: Received email notification of completed Web Organizer but nothing comes down
UltraTax CS: Sending / retrieving web organizers for prior years
UltraTax CS: Troubleshooting web return or organizer not showing in portal
UltraTax CS: Web Organizer - business activities do not appear
UltraTax CS: Web Organizer - pink dot and/or pink folder appears but no data to accept
Reprocessing Web Client Organizers
Related topics
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