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Sending Organizers

Error:
Web Organizer
 failed to send

Scenario

You may get the following error message when you are trying to print an organizer from
UltraTax CS
 to
Onvio
:
Error message
WebOrganizer send failed on file.

Solution

  1. Verify Client Information:
    • Ensure the SSN and email address in
      UltraTax CS
       match those in
      Onvio
      .
    • The SSN and email address must be unique to the client.
  2. Check
    Onvio
     Settings:
    • Go to
      Setup
       then
      All Contacts
       in
      Onvio Client Center
      .
    • Find the client and ensure they are marked as the
      Tax Matters Contact
       in the
      Relationships
       section.
    • Ensure the contact is registered in the
      Client Center Access
       section.
  3. Retry Printing:
    • In
      UltraTax CS
      , go to
      Utilities
       >
      Onvio Integration
      .
    • Check
      Populate Onvio client(s) and contact(s)
       and select
      Continue
      .
    • Attempt to print the organizer to
      Onvio
       again.
  4. Remove Duplicate Contacts:
    • In
      Onvio
      , go to
      Setup
       >
      All Contacts
       and search for the client's email address.
    • Delete any duplicate contacts, especially those with a blank SSN field.
  5. Final Attempt:
    • Print the organizer to
      Onvio
       again.
If the issue persists, contact
Onvio
 support.

This article applies to:

  • Product: NetClient CS, UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Organizer
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