This article applies to:

Complete a web organizer for a NetClient CS user

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 this option, you don’t have access to this area.

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

note

Select any column heading to sort the list by the entries in the column.

Select the client and then mark the checkbox in the Completed Organizers column.

Select OK
and then Enter
.

The organizer is now available to CS Connect and you can retrieve it into UltraTax CS.