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Organizer setup and options
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This article applies to:

  • Product: NetClient CS,UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer

Get email notifications of completed
Web Organizers

The default greeting for the Organizer Web Delivery has a link to the client's online
Business Organizer
, which Thomson Reuters hosts.
To use
Web Business Organizer
, you'll need to enter 2 sets of email addresses:
  • The clients' addresses that you send the
    Web Business Organizer
     greeting to (entered in
    Client Communications
    )
  • The firm's address to receive email notification when completed
    Web Business Organizers
     are ready for retrieval.
You can also choose to have your clients access their
Web Business Organizer
 from a link on your website.
note
You cannot process
Web Business Organizers
 for clients who have chosen
None
 as their
Organizer delivery method
 in the
Client Communications
 window, even if they have an email address. To send a
Web Business Organizer
 to these clients, change their
Organizer delivery method
 to
Web
 in the
Client Communications
 window.
Follow these steps to receive an email alert when a client finishes a
Web Business Organizer
 and you can get it through
CS Connect
.
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Select
    Web Delivery Options
    .
  3. Select the option
    Automatically send an email notification to each client when their Web Organizer or Tax Return is transmitted via CS Connect to their NetClient CS portal
    .
  4. Use the
    Address email from
     dropdown to choose the appropriate return address. You can select
    Firm
    ,
    Preparer
    ,
    Reviewer
    , or
    Staff
     email address.
  5. Select the option
    Receive email notification of completed Web Organizers
    .
  6. Select the
    Firm
    ,
    Preparer
    ,
    Reviewer
    , and/or
    Staff
     checkboxes to include the desired recipients in the email notifications.
  7. Select
    OK
     to close the
    Web Delivery Options
     window.
  8. In the
    Client Communications
     window, go to
    Firm email address
     and enter the firm return email address
  9. Select
    OK
     to close the screen.
note
  • The return email address is set globally by default so that the same return email address applies to all users.
  • Returns that aren't assigned to a preparer will use the firm's email address as the return address.
  • Returns assigned to preparers, reviewers, or staff members who don't have an email address will use the firm's email address as the return address.

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