CS Connect ... Web Organizer tab

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Note: This topic applies to both the Web Organizer, Web Delivery, and Web Data Mining tabs.

The Web Client Organizer feature in UltraTax/1040 and the Business Organizer feature (available if you are licensed for 1120, 1065, 1041, or 990) enables you to provide web-based organizers to your clients via a link on your website or within an email message. CS Connect enables you to send web organizers and tax returns to your clients, and retrieve completed organizers quickly and easily. Use the Web Organizer and Web Delivery tabs in CS Connect to select the clients to whom you would like to send web organizers or tax returns.

To open these tabs, choose Utilities > CS Connect and click the Web Organizer, Web Delivery, or Web Data Mining tab.

Note: These tabs are available only if you are licensed for NetClient CS portals and you have set the Web Delivery: ($) Transmit organizersWeb Delivery: ($) Transmit returns, and/or Web Delivery: ($) Transmit Data Mining eSignatures switches to Yes in the Options tab of the CS Connect dialog. (To create a client's web organizer, tax return for Web Delivery, choose File > Print Organizers or File > Print Returns, click the Web option, then click the Assemble button.)

Fields & buttons

Web organizers, tax returns, or Data Mining eSignature documents listed in this pane will not be sent to clients the next time you place a call. To send these items, highlight the item that you want to send and click the Select or Select All button to move the item to the pane on the right.

Tips

  • For the Web Delivery tab, Web Organizer, and Web Data Mining tab: To sort the client listing by client ID, or client name, click the words in the title bar of the list pane.
  • For the Web Delivery tab only: You can use the Focus group box to filter the clients listed in the Clients available to select pane by entity or by Preparer/reviewer/staff.

Web organizers, tax returns, or eSignature documents listed in this pane will be sent during the next Connect session.

Tips

  • To sort the client listing by client ID or client name, click the words in the title bar of the list pane.
  • To remove clients from this pane, highlight a client and click the Remove button.

Click this button to delete the highlighted client's web organizer or web tax return.

Notes

  • Clicking this button will delete only the client's web organizer, web tax return, or Data Mining eSignature document; it will not delete the client's UltraTax CS data.
  • To re-create the client's web organizer or tax return, choose File > Print Organizers or File > Print Returns, click the Web option, and then click the Assemble button.

See also: Assembling eSignature documents via Data Mining

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