Using help in the web client organizer

Show expandable text

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.

In the web organizer, your client logs in to NetClient CS and enters tax information directly in online forms. The Tax Organizer Index pane lists the online organizer forms grouped by category (such as Salaries and Wages). For form-specific help, click the Help buttons Help button located on the right side of each section of the online form.

Was this article helpful?

Thank you for the feedback!