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.
After transmitting a web return or web organizer from CS Connect in UltraTax CS, you may run into the following scenarios:
- Web return or organizer does not show up in portal
- Client did not receive email notification
- NetClient CS portal did not create for new client
If you encounter one of these scenarios, there are several reasons that may explain your situation:
Timing
- Web Organizers push out every 30 minutes on the half hour.
- Tax Returns will be delivered relatively quickly. This will depend on the size of the files and your internet speed.
- Times are approximations and may vary depending on the workload of Thomson Reuters servers.
Return or organizer is going to a different portal
- It may be possible that the web return or organizer was sent to a different portal than you expected. To see which portal the return or organizer is linked to, please review the NetClient Portal Destination topic.
- If you need to delete a return or organizer from a portal, see Deleting a web organizer or a PDF organizer.
- The client was renamed after it was proforma'd. If a client is renamed, it loses connection the NetClient CS portal. Open the prior year of UltraTax CS, go to Setup > Client Communications and unmark the NetClient Portal Destination.
- If none of these are applicable, there are two possible solutions:
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.
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.
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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:
- In Admin select Users under NetClient CS then click Add.
- Choose Single user –manual notification and enter all of the information for the NetClient. The user name must be a unique username and not the email address. This also requires an alternate email address like in Option 2 (either a secondary client email address or a firm email address).
- Next go into UltraTax CS, Setup > Client Communications and click on the NetClient CS override button next to the Client ID. Find the new portal and mark the Web Org destination box.
- Now the UltraTax CS user can push the web organizer and it will go to the new NetClient CS user account that they created manually.