UltraTax CS: Troubleshooting Web Return or Organizer Not Showing in Portal

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After transmitting a web return or web organizer from CS Connect in UltraTax CS, you may run into the following scenarios:

If you encounter one of these scenarios, there are several reasons that may explain your situation.

Reason 1 - Timing

Reason 2 - Return or organizer is going to a different portal

Reason 3 - Email notifications are not enabled

It may be possible that email notifications are not enabled within UltraTax CS. To ensure that email notifications are enabled, go to Setup > Client Communications > Web Delivery Options. Make sure the checkbox Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal checkbox is marked.

Reason 4 - Issue with client email

It may be possible that the incorrect client email address was entered in Setup > Client Communications. If the correct email address was entered, it may be possible that the email notification was marked as spam or deleted by the client. 

Related Topics

UltraTax CS and NetClient CS Portal Integration Overview

Internal notes

Support: If all the above do not resolve the issue, have the user manually create a new NetClient CS portal with the same client email address. If the email address is already in use, they will get a message indicating so. At that point, UT will not create the portal since the login already exists.

If they are able to create the portal manually, it would be recommended to email Web Services Analyst.

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