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Organizer setup and options

Use
NetClient
Web Organizers
 while licensed to
Onvio
 portals

If your
Onvio
 firm uses a
NetClient CS
 portal for
Web Organizers
, you can import them directly into
UltraTax CS
 for data entry. To use this feature on a per-return-pricing (PRP) basis, follow these steps:
  1. Select
    Setup
    ,
    Office Configuration
    , then
    Onvio
    .
  2. In the Client Portals, select
    NetClient CS ($)
    , then
    Done
    .
  3. Select
    OK
     to restart
    UltraTax CS
     and apply the changes.
  4. When
    UltraTax CS
     restarts, it will integrate with the
    NetClient CS
     portals until you change the setting in Step 2 back to
    Onvio Client Center
    .

Set up a 2nd NetClient CS-exclusive office

  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select
    Office Setup
    .
  3. Select the asterisk in the office list.
  4. Enter
    NetClient CS
     in the field next to the asterisk, then select
    Done
    .
  5. Make sure the
    NetClient CS office
     displays in the dropdown in the
    Office Configuration
     window.
  6. Select
    Onvio
    .
  7. Set
    Client portals
     to
    NetClient CS
    , then select
    Done
    .
  8. Select
    Setup
    , then
    Office Configuration
    .
  9. Change the dropdown to
    <default>
     or the name assigned to the original office.
  10. In the
    Onvio
     tab, make sure the
    Client portals
     are set to
    Onvio Client Center
    , then select
    Done
    .

Switch between offices

If you have 2 office options to choose from, you can associate yourself with either office as needed. To switch between them, follow these steps:
  1. Select
    Setup
    , then
    User Preferences
    .
  2. In
    My Settings
    , select the office, then
    OK
    .
  3. Select
    OK
     in the window prompting you to restart
    UltraTax CS
    .

This article applies to:

  • Product: NetClient CS, UltraTax CS
  • Return type: 1120 Corporation, 1065 Partnership
  • Subject: Organizer
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