New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
This topic outlines how to direct web tax returns and web organizers from UltraTax CS to the proper NetClient CS portal.
To select the NetClient portal destination, select Setup > Client Communications, then click the NetClient CS icon, .
Note:
- Clicking the NetClient CS button opens the NetClient CS Portal Destination dialog for that particular client.
- The NetClient CS Portal Destination dialog shows a list of all NetClient portals. The Refresh button will re-sync the list of portals with NetClient CS.
- If the client is linked to any portal(s), the portal(s) will automatically show at the top of the list.
Tax Return Destination
Use this column to select the portal(s) as the destination of that client's tax return.
Web Organizer Destination
For 1040 clients, mark the checkbox in the Web Org Destination column to select a portal as the destination for the web organizer.
Note:
- Only 1 web organizer is allowed per portal, regardless if it is an individual or business organizer.
- If the checkbox is grayed out, it indicates that a web organizer is already linked to the portal.
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