Upload a client Organizer (tax questionnaire) to Onvio
Organizer
(tax questionnaire) to OnvioFollow these steps to upload a client
Organizer
(tax questionnaire) from UltraTax CS
to Onvio Client Center
.note
Organizers
in Onvio
are only available for 1040 clients at this time.- Check that you have entered the firm and client email addresses.
- InUltraTax CS, selectFile, thenPrint Organizers.
- Select the options on this window to determine the pages included in the tax questionnaire, the status event logged when uploading, and so on.
- SelectWeb: Onvio Client Center. If you turned on theeSignaturefeature, this option is namedWeb / eSignature: Onvio Client Center.
- SelectAssemble.
- SelectOKto close the window when the assembly finishes.
- SelectUtilities, thenCS Connect. Make sureTransmit Organizersis markedYes. If you turned on theeSignaturefeature, this option is namedTransmit organizers and eSignature documents.
- Select theWeb Organizertab.
- Select the client whose organizer you assembled, thenSelect.
- SelectCall Nowto upload the tax questionnaire toOnvio Client Center.
