Setup and send NetClient CS Web Organizers

Web Organizer
 overview

Web Organizers
 are the electronic version of paper or PDF
Organizers
 you send to clients through a private portal. With a
Web Organizer
, your clients can:
  • Enter new information in screens (1040 only).
  • Make edits to last year's information (1040 only).
  • Complete the web version of the
    Organizer
     questionnaire.
  • Include notes and questions.
  • Attach files.
  • Create screens for new activities (such as W-2s) (1040 only).
Once they've entered their information for the current tax year, they send the
Web Organizer
 back through the web portal. For 1040 clients, you can also import the information directly into
UltraTax CS
 input screens.

Delivery options

UltraTax CS
 offers 2 delivery options for
Web Organizers
:
NetClient CS
 and
Onvio
. Use the following information to decide which web platform to use for
Organizers
.
NetClient CS
: The
Web Organizer
 is sent through a private
NetClient CS
 web portal. A web portal is a safe environment that needs a unique password to access. The main advantage of using
NetClient CS
 is that the data you enter can be retrieved into the tax return inside
UltraTax CS
.
Onvio
: One of the advantages of using
Onvio
 for
Web Organizers
 (also called tax questionnaires) is the easy, safe exchange of files.

System requirements

You'll need to meet the following system requirements to use
Web Organizers
:
note
Apple computers are not supported for
CS Professional Suite
 applications including for
NetClient CS
.
  • A Microsoft Windows 11 or Windows 10 operating system. The
    Web Organizer
     isn't supported on operating systems that are no longer supported by the manufacturer.
  • Internet access with any of the following browsers: the newest version of Google Chrome, Microsoft Edge, or Mozilla Firefox.
  • 128-bit encryption is recommended.
  • An email service capable of receiving file attachments.
  • Optional: Adobe Reader version DC or later. If you don't already have this installed, you can download the free Adobe Reader from http://get.adobe.com/reader/.

Related Content

This article applies to:

  • PRODUCT: NetClient CS, UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Organizer