UltraTax CS: Web Organizer Fees (transmitting and retrieving organizers)

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The following information is an overview of PRP Web Client Organizer pricing and when it is applicable:

Transmission Fee: $1 per Organizer (assessed when transmitted to the Thomson Reuters' servers).

Retrieval Fee: $3 per Organizer (assessed when completed Web Client Organizer is retrieved into UltraTax CS).

The fees associated with transmitting and retrieving Web Organizers apply to Web Organizers only and not paper or email client organizers. These fees are charged once per taxpayer SSN. Your firm can transmit and retrieve a client's Web Organizer as many times as necessary. You will only incur charges the first time you transmit and retrieve the Web Organizer.

Determining if your firm is subject to PRP Web Organizer fees:

Are you licensed for NetFirm CS?

If your firm has NetFirm CS, are you currently subject to NetClient CS fees?

The NetFirm Billing Report will indicate if your firm has been paying for NetClient CS.

More information about NetClient CS pricing can be found here.

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