Error: !Error!: WebOrganizer send failed on file

Scenario

!Error!: WebOrganizer send failed on file.

Solution

Matching SSN and email address between the UltraTax and Onvio client.
note
The SSN and email address must be unique to this client and can't be duplicated on other clients.
In Onvio Center, select
Setup
All Contacts
Search for or select the Onvio client.
In the
Relationships
section, make sure the intended recipient marked as the
Tax Matters Contact
.
In the
Client Center Access
section, make sure the contact is registered.

In UltraTax, select
Utilities
Onvio Integration
, mark the
Populate Onvio client(s) and contact(s)
checkbox and select
Continue
.
Attempt to print the organizer to Onvio from UltraTax again, if this fails, continue with the following steps.
Select
Setup
All Contacts
in Onvio and search for the email address for the client.
If there are multiple results for the same email address this can cause issues when printing to Onvio.
Delete any duplicate contacts, including those that have a blank
SSN
field.
Print the organizer to Onvio again.