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Retrieving Organizers
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This article applies to:

  • Product: Onvio,UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

Restore an
Organizer
 for a deleted client from Onvio

If an
Organizer
 is sent to
Onvio Client Center
 and completed, but the
UltraTax CS
 client file is deleted, you can retrieve the data in
Onvio
.
  1. If the client file is available in a prior year of
    UltraTax CS
    , proforma it to the current year.
  2. Re-establish the connection to
    Onvio
    :
    1. Select
      Utilities
      ,
      Onvio
      , then
      Integration
      .
    2. Select the proforma'd client file, then
      Select
      .
    3. Select the
      Populate Onvio client(s) and contact(s)
       field.
    4. Select
      Continue
      .
    5. Select
      Done
      .
  3. Select
    Help
    , then
    Repair
    .
  4. Select the client file.
  5. Select
    Complete Questionnaire
    .
  6. Close the
    Repair
     window.
  7. Open
    CS Connect
    .
  8. Set
    Retrieve completed organizers
     to
    Yes
     and select
    Connect
    .

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