UltraTax CS: Steps to follow when there are two NetClient CS portals for one client

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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.

A duplicate NetClient CS portal can exist if an UltraTax CS current year return was pushed to the portal and then prior year returns were pushed after the fact. This can also be caused if a portal was manually created and then a return was pushed to the portal via UltraTax CS, which creates another portal.

Use the steps below to resolve duplicate portal issues based on your scenario.

One portal doesn't contain any UltraTax CS returns but the other one does

  1. Assign the permissions to the portal with the UltraTax CS returns that are currently setup on the empty one (such as Document Presentation, File Exchange, etc).
  2. Delete the empty portal as all the combined information will now be in the other one.

Portals have different years of UltraTax CS returns

  1. Delete both portals from the NetClient CS section in the Administration view (Administration button on the toolbar).
  2. Go to Administration > Utilities > My Tax and delete any returns that exist for this client.
  3. Open the oldest year tax return and push it to the portal. This will create a new portal with the login format of FirmID@ClientID.
  4. Continue pushing returns until you get to the current year. If 2019 is your current year and you have selected the option to make the NetClient CS login their email address, when you push that year's return, it will convert the existing portal that is out there to the new format for their login and will add the current year return to it, which will already include all the prior years.
  5. Assign any additional permissions like Document Presentation, File Exchange, etc. to the portal.

Duplicate portal created by UltraTax CS

  1. Open the year of UltraTax CS that you want to push a return for.
  2. Select Setup > Client Communications.
  3. Choose the client and select the NetClient CS Portal button.
  4. In the Tax Return Destination column, mark the checkbox for the portal that you want to force this client's tax return to and select OK twice.
  5. Delete the portal UltraTax CS created from the NetClient section in the Administration view (Administration button on the toolbar).

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