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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Transmit and retrieve Web Client Organizers with CS Connect

Follow these steps to transmit web client organizers (if licensed for NetFirm CS) with CS Connect.
note
These steps assume that the web organizer has been generated and is ready for transmission.

Transmit web client organizers

  1. Select
    Utilities
    , then
    CS Connect
    .
  2. Set the
    Web Delivery: ($) Transmit organizers
     switch to
    Yes
    .
    note
    • This switch is available only if a web organizer has been created.
    • If you enabled the eSignature feature, this checkbox is named
      Transmit organizers and eSignature documents
      .
  3. Select the
    Web Organizer
     tab.
  4. The pane on the left shows a list of clients with web organizers that you can transmit. To select clients to transmit, highlight the client name and choose the
    Select
     button. To select all the clients for transmission, choose the
    Select All
     button.
    note
    To remove a client from the right pane, select the client name and select the
    Remove
     button. To delete a web organizer, select the client name and select the
    Delete
     button.

Retrieve web client organizers

  1. To retrieve web organizers that have previously been transmitted, set the
    Web Delivery: ($) Retrieve completed organizers
     switch to
    Yes
     in the
    Options
     tab before you connect.
  2. The selected web client organizers will be transmitted to Thomson Reuters during your next Connect session.

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