UltraTax CS: Sending / retrieving web organizers for prior years

Alerts and notices

With the passing of the October final extension date and in accordance with our policy, we will delete all 2018 individual web organizers from NetClient CS portals on November 1, 2019. After this date, you will not be able transmit or retrieve 2018 or earlier individual web organizer data via CS Connect for transfer into UltraTax CS. For information about retrieving data from web organizers, see Retrieving data from web client organizers.

We will delete 2018 business web organizers based on the dates on which the organizers were created. Due to businesses having varying fiscal year end dates, we will delete each business web organizer one year from the date it was created. All deletions are permanent and any organizers for prior years will have to processed by paper or email.

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