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See also: 1040 Client Organizer Help Center
Use this dialog to set options related to your clients' completion of web client organizers in NetClient CS.
To open this dialog, choose Setup > 1040 Individual > Organizer tab and then click the Options button in the NetClient group box.
Notes:
- Depending on your security configuration, you might be prompted to enter the master password to access the federal setup dialogs.
- The settings enabled on this dialog apply to all web organizers that you subsequently send to your clients. To disable the restrictions set here, clear the applicable checkboxes and re-send the appropriate web organizers.
Sending a web organizer to a NetClient CS portal more than once will overwrite the existing web organizer in that portal, deleting any data that the client has entered.
Fields & buttons
Web Questionnaire group box
Options group box
Documents group box
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