Retrieve a completed
Web Organizer

Follow these steps to retrieve a completed
Web Organizer
.
  1. Select
    CS Connect
    in the toolbar.
  2. Set
    Web Delivery: ($) Retrieve completed organizers
    to
    Yes
    .
  3. Select
    Connect
    .
After you acknowledge the
Call Summary
window, the
Web Organizer (Retrieve)
window opens. All completed
Web Organizers
are automatically retrieved.

Notifications of retrieved data

You'll receive a notification by default when you open a return that includes pending organizer data to retrieve or discard. If you turned off this option and would like to turn it on it again, follow these steps:
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Select the
    Data Entry
    tab.
  3. Mark the
    Inform me when retrieved data is present when a client is opened
    checkbox.
  4. Select
    OK
    .

Retrieve file attachments

Web Organizer
attachments don't import into
UltraTax CS
. Follow these steps to retrieve file attachments from
Web Organizers
using
FileCabinet CS
.
  1. During the data retrieval process,
    UltraTax CS
    automatically sends any
    Web Organizer
    file attachments to
    FileCabinet CS
    . When the retrieval is complete, the
    FileCabinet CS Documents
    window opens and lists the names of the file attachments. Rename any of the file names as needed, then select
    OK
    .
  2. Open the client's file in
    FileCabinet CS
    and go to their
    UltraTax CS 12/31/yy
    folder to view the attachments.
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