Troubleshoot sending returns or organizers to NetClient CS portals

The web return or organizer doesn't appear in the portal.
The client didn't get an email notification about their return or organizer being in their portal.
A NetClient CS portal didn't create for a new client.

Timing

It's going to a different portal

The client ID is different

Open the prior year of UltraTax CS.
Go to
Setup
, then
Client Communications
.
Find the client in the list with the old client ID, and select
Net Client Portal Destination
next to the client.
Unmark the
Web Org Destination
and/or set the
Tax Return Destination
to
None
.
Select
OK
and try again.

The client has a portal with another firm

If you'd like to manually change it:
Have an admin sign into NetFirm CS.
Go to the
Admin
tab.
In the NetClient CS section, select
Users
.
Find the client in the list and update their email address to an alternate email.
Open the client in UltraTax CS.
On the
Contact
screen, in the General folder, enter the alternate email in
Taxpayer email address
.
If your client wants to change it:
Have the client sign into their NetClient CS portal where their username is their email.
Have them select
Edit Account
and change their username to anything other than their email address.
Once their username and/or email is changed, try to send it again.

Emails won't send

Have them check their spam folder.
Make sure you have the correct email entered in UltraTax CS.
Make sure notifications are enabled in UltraTax CS. Go to
Setup
Client Communications
Web Delivery Options
to verify. You'll need to have notifications enabled before you send items to the portal.
tip
You can also send automatic blind carbon copies to yourself or another person in your firm. To do so, mark the checkboxes in this window.

Integration isn't set up correctly