This article applies to:

Product: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,FBAR FinCEN 114
Subject: Integration

Set up integration with NetClient CS

Before you begin, you might want to read an overview of the licenses needed for integration with NetClient CS.

Select Setup
, then Client Communications
.

Enter the Firm email address
.

Enter your client's Email address
.

tip

For 1040 clients, you can use Tp
and Sp
to enter an email for the taxpayer and spouse.

Review the Return Delivery
and Organizer Delivery
columns.

For clients you want to send to the portal, select Web
from the dropdown list.

note

This is important when assembling returns or organizers in batches because UltraTax will print based on your selection.

For the Organizer Delivery
, you may also select Web — Print Only
, which sends an organizer in PDF format to the portal.

To change the delivery method for multiple clients, select Utilities
, then Reassign Clients.