Importing asset data from UltraTax/1040 Web Client Organizers

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If you are licensed for UltraTax/1040 Client Organizer and NetClient CS, you can use the web client organizer to gather tax and asset information from your clients via a private, secure web portal. After your client submits the completed web organizer in NetClient CS, you can retrieve the asset data into Fixed Assets CS and accept or discard the information as desired. To do so, perform the following steps.

  1. In UltraTax CS, choose Utilities > CS Connect.
  2. In the Options tab of the CS Connect dialog, mark the Retrieve completed organizers checkbox.
  3. Click the Call Now button. UltraTax CS retrieves the completed web organizer and notifies you that the organizer data is available.
  4. In Fixed Assets CS, open the client that corresponds to the UltraTax CS client. Note that the client IDs must be identical in UltraTax CS and Fixed Assets CS to share data between the applications.
  5. Click an activity folder. The pending web organizer asset data is displayed in up to three Asset Import tabs depending on the selected activity. Highlight each asset in the available tabs and click the Accept or Discard button as appropriate. Repeat this step for each applicable activity.

    Notes

    • For details about how the application handles asset data in each tab when it is accepted or discarded, see each tab's description in Asset Import tabs.
    • After you accept or discard all data in a tab, that tab no longer appears.

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