2018 UltraTax CS
Most unexpected behavior with client organizers can be attributed to missing a step during the client organizer setup. Below are topics that cover common problems with Client Organizer.
Setting up client organizers
UltraTax CS: Missing data in Organizer
UltraTax CS: Organizer delivery column grayed out
UltraTax CS: Organizer - Proforma of home office other expense amounts
Printing client organizers
UltraTax CS: Certain user-defined status events are not logged when printing returns or organizer
UltraTax CS: Client not listed to batch print organizers
UltraTax CS: page 2 is blank for the organizer cover letter or engagement letter
UltraTax CS (all entities): Firm name not printing on return or organizer documents
Email Client Organizers
UltraTax CS: Retrieval of email electronic client organizers
Web Client Organizers
Troubleshooting sending returns or organizers to NetClient CS portals
UltraTax CS: Not receiving the Web Organizer email notification
UltraTax CS: Received email notification of completed Web Organizer but nothing comes down
UltraTax CS: Sending / retrieving web organizers for prior years
UltraTax CS: Troubleshooting web return or organizer not showing in portal
UltraTax CS: Web Organizer - business activities do not appear
UltraTax CS: Web Organizer - pink dot and/or pink folder appears but no data to accept
Reprocessing Web Client Organizers