Enter
Business Organizer
data

You can only import data into
UltraTax CS
using the
Web Organizer
in
NetClient CS
.
Adobe Acrobat Reader
(version 5 or later) has limited data storage, so you can't get data from an emailed electronic
Organizer
into
UltraTax CS
. If you get an emailed
Organizer
, you need to enter the data manually.
When you get a completed
Web Business Organizer
from the
NetClient CS
portal, no data goes into the input screens.
UltraTax CS
only imports notes and questionnaire results into the
OrgNotes
and
OrgQues
screens in the
Organizer
folder. These screens are for information and don't affect the tax return.
After getting the completed organizer, supporting documents, and Excel file (if using Email or
Web Business Organizer
), you can enter the data into
UltraTax CS
.
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