Statuses of a web organizer

Do the following to view the status of a web organizer:

note

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

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

note

If you don't have these options, you don't have access to this area.

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.

One of the following statuses will show in the Organizer Status column:

note

The Organizer Status column doesn't apply to the printable PDF organizer.

Status	Definition
New Organizer	Indicates that you've pushed this organizer from UltraTax CS to the client's portal, but the client hasn't yet updated the data.
In Progress	Indicates that the client has updated the organizer. The organizer status will remain "In Progress" until the client marks the Complete Organizer checkbox.
Completed	Indicates that either the client or a NetFirm CS administrator marked the checkbox in the Complete Organizer column for this organizer. CS Connect checks for completed organizers regularly and stores all completed organizers until you're ready to retrieve them.
Retrieved	Indicates that either the client or a NetFirm CS administrator completed the organizer, and the organizer data has been retrieved into UltraTax CS. To learn more about retrieving data, review the UltraTax CS topic Retrieving data from web client organizers.
Unknown Condition	Usually indicates that NetFirm CS has encountered an orphan record (one with incomplete organizer information) that may have resulted in an error while uploading the organizer.
In Use	Indicates that the client is working in the organizer.

This article applies to: