Upload a client
Organizer
(tax questionnaire) to Onvio

Follow these steps to upload a client
Organizer
(tax questionnaire) from
UltraTax CS
to
Onvio Client Center
.
  1. Check that you have entered the firm and client email addresses.
  2. In
    UltraTax CS
    , select
    File
    , then
    Print Organizers
    .
  3. Select the options on this window to determine the pages included in the tax questionnaire, the status event logged when uploading, and so on.
  4. Select
    Web: Onvio Client Center
    . If you turned on the
    eSignature
    feature, this option is named
    Web / eSignature: Onvio Client Center
    .
  5. Select
    Assemble
    .
  6. Select
    OK
    to close the window when the assembly finishes.
  7. Select
    Utilities
    , then
    CS Connect
    . Make sure
    Transmit Organizers
    is marked
    Yes
    . If you turned on the
    eSignature
    feature, this option is named
    Transmit organizers and eSignature documents
    .
  8. Select the
    Web Organizer
    tab.
  9. Select the client whose organizer you assembled, then
    Select
    .
  10. Select
    Call Now
    to upload the tax questionnaire to
    Onvio Client Center
    .
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