Troubleshooting client organizers

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

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

UltraTax CS: Action items PDF not including certain documents when printing returns / organizers to the web / email PDF / PDF to file

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

Related topics

1040 Client Organizer Help Center

Share This