UltraTax CS: Which copy of the tax return is sent to NetClient CS portals?

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New (tax) year, new help!

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.

When sending tax returns from UltraTax CS, it is always the client copy (collation) that is sent to the NetClient CS portals.

Frequently Asked Question (FAQ):

How do I send the government or preparer copy to NetClient CS portals?

Neither the government copy or preparer copy can be sent directly from UltraTax CS to the portal. However, there are a couple of alternative options we suggest:

  • If you have FileCabinet CS, you may send the preparer copy to FileCabinet CS and link the drawer to Document Presentation.
  • You may print either the government or preparer copy to PDF and then send it via File Exchange to the NetClient CS portal. 

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