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.

UltraTax CS can automatically send e-mail notifications when a tax return or organizer is sent to your client's portal. To enable or disable these e-mails, navigate to Setup > Client Communications > Web Delivery Options... button, and mark Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal. Review our Web Delivery Options topic for more information.

To modify the text in the body of the e-mail notifications, in UltraTax CS, go to Setup > [entity] (e.g. 1040 Individual) > Federal tab > Letters & Emails > Email tab. In the Email tab, select "[entity] NetClient Delivery Greeting" and click Open.

Related Topics

UltraTax CS and NetClient CS Portal Integration Overview

Was this article helpful?

Yes No

Submit