Web Organizer
fees

You only need an
Organizer
license to transmit
Web Organizer
from
UltraTax CS
to
NetClient CS
. If your firm isn't licensed for
NetClient CS
, your firm is subject to per-return
Web Organizer
fees. Fees are assessed as follows:
  • There is a transmission fee when you transmit the
    Web Organizer
    via
    CS Connect
    , and a retrieval fee when a completed
    Web Organizer
    is retrieved into
    UltraTax CS
    .
  • The fees associated with transmitting and retrieving
    Web Organizers
    apply to
    Web Organizers
    only. They aren't for paper or email
    Organizers
    .
  • These fees are charged once per taxpayer SSN.
  • You'll only incur charges the 1st time you transmit and retrieve the
    Web Organizer
    .
  • Your firm can transmit and retrieve a client's
    Web Organizer
    as many times as necessary.

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