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Sending Organizers
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This article applies to:

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

Transmit
Web Organizers

After you've assembled
Web Organizers
, you can transmit them to your clients using
CS Connect
, a communications tool included with
UltraTax CS
.
Follow these steps to transmit
Web Organizers
 to your clients.
  1. Select
    CS Connect
     in the toolbar.
  2. Select the
    Options
     tab.
  3. UltraTax CS
     automatically sets
    Web Delivery: Transmit organizers
     to
    Yes
     in the
    Purpose of Connect
     section when assembled organizers are pending.
  4. Select the
    Web Organizer
     tab. Here you can select the client organizers you want to send to
    NetClient CS
    .
  5. Select
    Connect
     to transmit the
    Web Organizer
    .
The selected clients will receive an email alerting them that the
Web Organizers
 are available for data entry, and instructions on how to access them.

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