Import asset data from UltraTax/1040 Web Client Organizers
If you're licensed for UltraTax/1040 Client Organizer and NetClient CS, you can use the web client organizer to get tax and asset information from your clients via a private, secure web portal. After your client submits the completed web organizer in NetClient CS, you can retrieve the asset data into Fixed Assets CS and accept or discard the information. To do so, perform the following steps.
- In UltraTax CS, selectUtilities, thenCS Connect.
- In theOptionstab of thewindow, mark theCS ConnectRetrieve completed organizerscheckbox.
- SelectCall Now. UltraTax CS retrieves the completed web organizer and notifies you that the organizer data is available.
- In Fixed Assets CS, open the client that corresponds to the UltraTax CS client. Note that the client IDs will need to be identical in UltraTax CS and Fixed Assets CS to share data between the applications.
- Select an activity folder. The pending web organizer asset data is displayed in up to threeAsset Importtabs depending on the selected activity. Select each asset in the available tabs and selectAcceptorDiscard. Repeat this step for each activity.note
- For details about how the application handles asset data in each tab when it is accepted or discarded, see each tab's description inAsset Importtabs.
- After you accept or discard all data in a tab, that tab no longer appears.
