2018 UltraTax CS
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 you retrieve data from a client's web organizer, the data resides in the background of the UltraTax/1040 Client Organizer. You must accept this data to import the amounts and other information into the client organizer input screens. This gives you the opportunity to review the data before it becomes part of the client's return.
UltraTax CS cannot use retrieved data in calculations of the tax return until you accept it. Once accepted, the data automatically becomes part of tax data entry. If you do not intend to use the retrieved data from the web client organizer in the calculation of the tax return, you can discard the data.
When retrieving data, you can also incorporate information from the following sections:
- Other Client Information data entry screen sections
- Notes to preparer and questionnaire
The web client organizer contains a questionnaire and a client notes page on which the taxpayer can enter questions, notes, and comments. Information entered in the client questionnaire and notes page is informational only and is not used in any tax calculations. Any information entered by the client in the questionnaire or notes page is available in the Notes tab of the 1040 folder in organizer data entry after the web organizer is retrieved. You can review the data on the Notes tab and determine if any further action is necessary.
You may print the Client Notes after accepting the data by clicking the Print Current Page button
(CTRL+1) located on the toolbar.
Retrieving data multiple times into the same client (such as if your client completes the web organizer multiple times) overwrites any changes yet to be accepted or discarded and any previously discarded data will reappear as retrieved data. All previously accepted input screen data will not be changed. Retrieving data again retrieves the same data to an additional row in the statement dialog. Use caution when retrieving the same data more than once and avoid accepting statement dialog data more than once.
To prevent your clients from submitting organizers multiple times, mark the Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes checkbox on the NetClient Organizer Options dialog prior to transmitting the web organizer.
Video: Gathering information with 1040 web organizers (approx. 3 minutes)
Recognizing retrieved data
Client Organizer provides many indicators to help make you aware of retrieved data that has not yet been accepted or discarded.
- Upon opening a client with retrieved data that has not been accepted or discarded, a message may appear indicating this type of data exists. If you would like to prevent the message from appearing, you can either clear the Access this dialog when opening a client checkbox in the prompt, or clear the Inform me when retrieved data is present when a client is opened checkbox in Setup > User Preferences > Data Entry tab.
- In the organizer data entry screens and in organizer statement dialogs, retrieved data from the web client organizer appears in purple. If the retrieved data is accepted, the text color changes from purple to black. If the data is discarded, the original proforma'd or preparer-entered data returns.
- A statement dialog in organizer data entry containing retrieved data has a purple dot on the Statement dialog
button. When the retrieved data in the statement dialog is accepted or discarded, the purple dot is no longer present. - The Client Organizer Data Entry
button has a purple dot if retrieved data exists. This is visible in both organizer and tax data entry. When all retrieved data for the client is accepted and/or discarded, the purple dot is no longer present. - In organizer data entry, each folder
containing an input screen with retrieved data has purple lines through it. Each organizer data entry tab containing retrieved data has a purple dot. When the retrieved data is accepted or discarded, the dots and lines change from purple to black, as appropriate.
Accepting client-entered tax information
Tax information retrieved from the web organizer must be accepted to be included in the tax return calculation or discarded if you do not intend to use it in the tax calculations.
When the cursor is in a field that contains retrieved data, you can see the original content of the field on the status bar located at the bottom of the screen. The original content is either proforma'd (blue text) or preparer-entered (black text) data. If the field is blank before the data is retrieved, the status bar shows the original content as "<Blank>."
There are two methods to accepting or discarding retrieved data:
If the cursor is on an organizer data entry screen that contains retrieved electronic organizer data, there are four buttons located in the upper-right corner of the input screen. These buttons can be used to accept or discard the data. The following table summarizes the buttons and their actions.
| Button | Function |
|---|---|
 |
If the focus is on an organizer data-entry input screen that contains retrieved data from the web client organizer, clicking this button discards all of the retrieved data on that input screen and returns the original proforma'd or preparer-entered data. |
 |
If the focus is on an organizer data-entry input screen that contains data retrieved from the web client organizer, clicking this button accepts all of the retrieved data on that input screen and changes the text color from purple to black. |
 |
If the cursor is in a field that contains retrieved data (purple text), clicking this button discards the data and returns the original proforma'd or preparer-entered data. |
 |
If the cursor is in a field that contains retrieved data (purple text), clicking this button accepts the data and changes the text color from purple to black. If the cursor is not in a field that contains retrieved data, clicking this button moves the cursor to the next field on the input screen that contains retrieved data. |
The buttons are also available if the cursor is in a statement dialog that contains retrieved data from the web client organizer. The accept or discard buttons accept or discard all of the retrieved data for the entire row in the statement dialog. The buttons are located in the statement dialog toolbar.
Note: These buttons only appear in organizer data entry when the current input screen or statement dialog contains retrieved data that has not been accepted or discarded. They never appear in tax data entry.
Accepting retrieved asset information
If asset data is retrieved from the web client organizer, it appears at the bottom of the Asset tab in the activity for which it was entered. Use the Accept button to transfer the retrieved asset information into the depreciation module, or use the Discard button to delete the retrieved asset information. If you don't want to update the asset with new asset information from the electronic client organizer, close the Asset Detail dialog, choosing not to save the current asset data. The retrieved asset information is discarded. To review updated asset information, you need to first accept the asset information.
Depending on what asset information was entered by the client, up to three tabs appear: Acquisitions, Disposals, and Updates.
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