UltraTax CS
UltraTax CS assigns the paper Business Organizer delivery preference for each client by default. Complete the following steps to specify different delivery preferences.
- Choose Setup > Client Communications.
- Select Paper, Email (PDF), File (PDF), Web, or None from the drop-down list in the Organizer Delivery column.
Notes
- You can select a batch of clients with different delivery preferences and UltraTax CS will process all of the clients in a single print run.
- You can override delivery preferences in the Print Organizers dialog when printing one client at a time. When printing items for multiple clients, UltraTax CS processes each organizer according to the individual delivery preference chosen in the Client Communications dialog.
- You can specify delivery preferences for multiple clients at a time via the Utilities > Reassign Clients dialog.
- You can set the default Business Organizer delivery method for new clients in the New client options group box of the Setup > [Entity] > Organizer tab.
- UltraTax CS displays the selected organizer delivery preferences for the client in Screen OrgOptns in the Organizer folder.
Related topic: UltraTax CS Business Organizer overview
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Email - Expect a 24-48 hour turnaround Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |