Accept Web Organizer data into screens
Web Organizer
data into screensWhen you pull data from a client's
Web Organizer
, UltraTax CS
holds it in the background. To add this data to the client Organizer
input screens, you'll need to first review and accept it.You can then use this data in
UltraTax CS
to calculate the tax return. If you don't want to use the data, you can discard it.You can also retrieve information from the following sections:
- Other Client Information: This section on certain input screens lets you add and display extra client information. While not used in tax calculations, this information might signal the need for more details from the client, or be enough for entry on other relevant input screens. You can find this section in theEst(Paymentsfolder),3903(1040 Adjfolder),2441(Creditsfolder),1099C(Incomefolder),SSA-1099(Retirementfolder), andD(Incomefolder) screens.
- Notes to Preparer and Questionnaire: TheWeb Organizerincludes a questionnaire and notes page for taxpayers to enter questions, notes, and comments. This information is for informational purposes only and doesn't factor into tax calculations. After retrieving theWeb Organizerdata, you can review anything the client entered in these sections within theNotestab of the1040folder and decide if further action is necessary.noteTo print the client notes after accepting the data, select
in the toolbar.
Retrieving data multiple times for the same client will replace any unaccepted or discarded changes. It will also restore any previously discarded data. However, data you've already accepted will remain untouched. Each retrieval adds a new row of data to the statement window.
To avoid potential issues, only retrieve data once. If your client needs to update their information, ask them to make all changes before submitting the
Web Organizer
.To prevent clients from submitting the
Web Organizer
multiple times, mark the Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes
checkbox in the NetClient Organizer Options
window before sending the Web Organizer
.Recognize retrieved data
The client
Organizer
uses several indicators to highlight unaccepted data:- When you open a client with unaccepted data, a message may appear. To turn this off, clear theAccess this dialog when opening a clientcheckbox in the prompt, or theInform me when retrieved data is present when a client is openedcheckbox in tab.
- Retrieved data displays in purple within theOrganizer data entryscreens and statement windows. Accepting the data turns the text black. Discarding it restores the original data.
- Look for these visual cues to identify areas with retrieved data:
- A purple dot on
within a statement window. - A purple dot on
(visible in Organizerand tax data entry). - Purple lines through folder icons inOrganizer data entryif the folder includes an input screen with retrieved data.
- A purple dot on eachOrganizerdata entry tab that includes retrieved data.
Once you accept or discard the data, these purple dots and lines will change to black (or disappear, in the case of the button indicators).
Accept client-entered tax information
You can either accept retrieved data to include it in tax return calculations or discard it.
When you place your cursor in a field containing retrieved data, the status bar at the bottom of the screen displays the original content:
- Blue text indicatesproforma'ddata.
- Black text indicates preparer-entered data.
- <Blank>indicates the field was empty before data retrieval.
You can accept or discard retrieved data in 2 ways:
- Buttons: When the cursor is on anOrganizer data entryscreen with retrieved data, you'll find the following buttons.ButtonFunction
Accept all retrieved data on the current screen.
Discard all retrieved data on the current screen.
Accept retrieved data in the current statement window only.
Discard retrieved data in the current statement window only.noteYou can also find these buttons in the statement window toolbar if the window includes retrieved data. In this case, the accept and discard buttons affect all retrieved data within that specific row of the statement window.These buttons only appear inOrganizer data entrywhen the active input screen or statement window includes unaccepted or undiscarded retrieved data. You won't see them in tax data entry. - Keyboard shortcuts: You can use keyboard shortcuts to accept or discard retrieved data directly within input screens and statement screens.noteTo use these shortcuts, make sure you use the plus (+) and minus (-) keys on your keyboard's numeric keypad.ShortcutFunctionCTRL -When working in anOrganizerinput screen, using these keys together discards all retrieved data on that screen and restores the original data.CTRL +When working in anOrganizerinput screen, using these keys together accepts all retrieved data on that screen.-When your cursor is in a field with retrieved data (purple text), using this key discards the data and restores the original data for that specific field.+When your cursor is in a field with retrieved data (purple text), using this key accepts the data for that field.
Accept retrieved asset information
When you retrieve asset data, it displays in the relevant
Asset
tab.
- To transfer this data into the depreciation module, selectAccept.
- To delete this data, selectDiscard.
- If you don't want to update the asset, close theAsset Detailwindow without saving. This automatically discards the retrieved information.
You'll need to accept the asset information to review any updates.
Depending on the client's input, you'll see up to 3 tabs:
Acquisitions
, Disposals
, and Updates
.
