Web Organizer
attachment file types and size limits

Supported file types

A client can upload and attach the following types of files to include with their
Web Organizer
:
  • Intuit Quicken export files in tax exchange format (TXF)
  • Microsoft Excel files (XLS or XLSX)
  • Microsoft Word (DOC, DOCX, or RTF)
  • Adobe Reader (PDF)
  • Image files (JPG, BMP, TIF, or PNG)
  • Web pages (HTM or HTML)
  • Text documents (TXT)

File attachment limitations

Clients can attach up to 50 files and the size of each attached file can be up to 10 MB.

Embedded file requirements

If the file attachment is stored as an embedded file in
FileCabinet CS
, you need to have the source program installed on your computer (for example, Word, Excel). If you don’t have the source program for an embedded file, or
FileCabinet CS
can't determine the file format, you will be prompted to save the file to a location on your hard drive.

Restricted access considerations

If the
Deny FileCabinet CS access to client data
checkbox is marked in
File
Client Properties
Advanced Properties
Restrict Access
tab, the image of the client's
Web Organizer
and attachments won’t be stored in
FileCabinet CS
. In this case,
UltraTax CS
prompts you to save the file attachments to a location on your hard drive during the retrieval process.

Non-
FileCabinet CS
users

If you don’t have
FileCabinet CS
, you will be prompted to save the attached files to a location on your hard drive.
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