UltraTax/1040 web client organizer release date

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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.

Beginning with the 2022.1.0 version of 2022 UltraTax CS, typically released the third week of November, you are able to send 2022 web organizers to your 1040 clients' NetClient CS portals. You can retrieve web organizers beginning with version 2022.2.0, which is typically released in the third week of December.

Until this update is installed, the option to retrieve 1040 web organizers will be disabled.

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