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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 certain cases, an Onvio firm may use a NetClient CS portal for web organizers that can be imported back into the UltraTax CS data entry. Completing the steps below will allow such functionality on a PRP basis.
- In UltraTax CS, choose Setup > Office Configuration > Onvio.
- In the Client Portals drop down menu, select NetClient CS ($) then click Done.
Note: The NetClient CS ($) option is only available to firms that do not have an existing NetClient CS license.
- Click OK in the pop up to restart UltraTax CS and apply the changes.
- When UltraTax CS restarts, it will integrate with the NetClient CS portals until the setting in Step 2 is changed back to Onvio Client Center.
Notes
- The intended portal system needs to be active before the web organizer is created using the print process.
- When using Onvio Documents as the Document Management option and NetClient CS ($) for client portals, organizer attachments will be uploaded back to Onvio during the organizer retrieval process.
Only one portal system may be integrated with an UltraTax CS office at a given time. The aforementioned setting will need to be toggled to switch between the two portal systems on an as needed basis if only a single office is setup. See the steps below to create a second office if preferred.
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Connect is smart enough to transmit a "mixed bag" of Organizers to the correct destination in this scenario.
Note that they must restart UltraTax CS after choosing the setting in Office Config > Onvio. It MUST be done before the Assembly of the Organizer. The portal destination is established at assembly time. If they have this on "Tax Center", assemble, and then switch this to NetClient PRP, it will go to Tax Center.