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.
Integrating NetClient CS portals with UltraTax CS enables you and your clients to transfer tax documents in a secure and convenient manner. Portals also allow you to reduce printing, postage, and filing costs, and save time with instant document exchange.
From here, you can access detailed information on the integration between UltraTax CS and NetClient CS. Click the links below to access information relevant to that category.
Setting Up UltraTax CS and NetClient CS Integration
- Getting Started with UltraTax CS and NetClient CS Integration
- Creating NetClient Portals from UltraTax CS
- Web Delivery Options
- Selecting the NetClient Portal Destination
- Modifying NetClient E-mail Notifications
- Steps to follow when there are two NetClient CS portals for one client
Assembling and Transmitting to NetClient CS
- Assembling Web Organizers to NetClient CS
- Transmitting Web Organizers to NetClient CS
- Including Source Documents When Delivering Tax Returns to Clients
- Assembling and Transmitting Web Tax Returns to NetClient CS
- Retrieving Data from Web Client Organizers
- Turnaround Time for Transmissions from UltraTax CS to NetClient CS
NetClient CS Administration
- Viewing client portals through NetFirm CS administration
- Deleting a web organizer or a PDF organizer
- Changing folder names and file names for files that staff send to NetClient CS from UltraTax CS
Troubleshooting
- UltraTax CS: Troubleshooting Web Return or Organizer Not Showing in Portal
- UltraTax CS: Which Copy of the Tax Return is Sent to NetClient CS Portals?
- Troubleshooting Sending Returns or Organizers to NetClient CS Portals
- UltraTax CS: Excluding K-1 Packages When Sending 1120S and 1065 Returns to NetClient CS
Related Topics
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