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

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The following information is an overview of Web Client Organizer fees that occur on a per return basis and when they are 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 Web Organizer fees on a per return basis:

Is the firm licensed for NetFirm CS?

If the 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.

Related links

Web Client Organizer overview

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