Delete a web organizer or a PDF organizer

You can delete a client’s web organizer or PDF organizer from within NetFirm CS administration.

note

This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.

We delete all web organizers and PDF organizers approximately 1 week before we release the next full version of UltraTax CS.

In the Admin tab of the navigation pane, go to the NetClient CS section and select My Tax
.

In the All Clients pane of the My Tax screen, go to Find
and enter any part of the client’s first name, last name, or client ID.

Select the client and mark the checkbox in the Delete Organizers column.

Select Enter
.

Select OK
to confirm the deletion.

This article applies to: