Error:

Web Organizer

failed to send

Scenario

WebOrganizer send failed on file.

Solution

Verify Client Information:
Ensure the SSN and email address in
UltraTax CS
match those in
Onvio
.
The SSN and email address must be unique to the client.
Check
Onvio
Settings:
Go to
Setup
then
All Contacts
in
Onvio Client Center
.
Find the client and ensure they are marked as the
Tax Matters Contact
in the
Relationships
section.
Ensure the contact is registered in the
Client Center Access
section.
Retry Printing:
In
UltraTax CS
, go to
Utilities
>
Onvio Integration
.
Check
Populate Onvio client(s) and contact(s)
and select
Continue
.
Attempt to print the organizer to
Onvio
again.
Remove Duplicate Contacts:
In
Onvio
, go to
Setup
>
All Contacts
and search for the client's email address.
Delete any duplicate contacts, especially those with a blank SSN field.
Final Attempt:
Print the organizer to
Onvio
again.