Enter Business Organizer data
Business Organizer
dataYou can only import data into
UltraTax CS
using the Web Organizer
in NetClient CS
. Adobe Acrobat Reader
(version 5 or later) has limited data storage, so you can't get data from an emailed electronic Organizer
into UltraTax CS
. If you get an emailed Organizer
, you need to enter the data manually.When you get a completed
Web Business Organizer
from the NetClient CS
portal, no data goes into the input screens. UltraTax CS
only imports notes and questionnaire results into the OrgNotes
and OrgQues
screens in the Organizer
folder. These screens are for information and don't affect the tax return. After getting the completed organizer, supporting documents, and Excel file (if using Email or
Web Business Organizer
), you can enter the data into UltraTax CS
.
