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Integrate with NetClient CS

Set up integration with NetClient CS

Before you begin, you might want to read an overview of the licenses needed for integration with NetClient CS.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Enter the
    Firm email address
    .
  3. Enter your client's
    Email address
    .
    tip
    For 1040 clients, you can use
    Tp
     and
    Sp
     to enter an email for the taxpayer and spouse.
  4. Review the
    Return Delivery
     and
    Organizer Delivery
     columns.
  5. For clients you want to send to the portal, select
    Web
     from the dropdown list.
    note
    • This is important when assembling returns or organizers in batches because UltraTax will print based on your selection.
    • For the
      Organizer Delivery
      , you may also select
      Web — Print Only
      , which sends an organizer in PDF format to the portal.
    • To change the delivery method for multiple clients, select
      Utilities
      , then
      Reassign Clients.

This article applies to:

  • PRODUCT: UltraTax CS,NetClient 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,FBAR FinCEN 114
  • Subject: Integration

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