Add Forms button is missing in
NetClient CS
Organizer

Enable the
Add Forms
button on your clients'
Web Organizer
so they can insert additional forms.
  1. In
    UltraTax CS
    , go to
    Setup
    then
    1040 Individual
    .
  2. Use the arrows, if necessary to go to the
    Organizer
    tab.
  3. Select the
    Options
    button in the
    NetClient
    group box.
  4. Clear the checkbox labeled
    Disable the Add Forms button in Web Organizer to prevent the client from adding new forms during data entry
    .
  5. Once enabled, the
    Add Forms
    button will be available in the
    Web Client Organizer
    screen for any
    Web Organizers
    you subsequently send.
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