Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Organizer setup and options

Use
NetClient
Web Organizers
 while licensed to
Onvio
 portals

If your
Onvio
 firm uses a
NetClient CS
 portal for
Web Organizers
, you can import them directly into
UltraTax CS
 for data entry. To use this feature on a per-return-pricing (PRP) basis, follow these steps:
  1. Select
    Setup
    ,
    Office Configuration
    , then
    Onvio
    .
  2. In the Client Portals, select
    NetClient CS ($)
    , then
    Done
    .
    note
    The
    NetClient CS ($)
     option is only available to firms without an existing
    NetClient CS
     license.
  3. Select
    OK
     to restart
    UltraTax CS
     and apply the changes.
  4. When
    UltraTax CS
     restarts, it will integrate with the
    NetClient CS
     portals until you change the setting in Step 2 back to
    Onvio Client Center
    .
    note
    • Make sure the portal system is active before creating the
      Web Organizers
       with the print process.
    • If you select
      Onvio Documents
       as your Document Management option and
      NetClient CS ($)
       for client portals, the application will upload
      Web Organizers
       attachments back to
      Onvio
       during the organizer retrieval process.
    • You can only integrate 1 portal with an
      UltraTax CS
       office at a time. If you need to switch between the 2 portals, you'll have to change the settings each time, as needed.

Set up a 2nd NetClient CS-exclusive office

  1. Select
    Setup
    , then
    Office Configuration
    .
  2. Select
    Office Setup
    .
  3. Select the asterisk in the office list.
  4. Enter
    NetClient CS
     in the field next to the asterisk, then select
    Done
    .
  5. Make sure the
    NetClient CS office
     displays in the dropdown in the
    Office Configuration
     window.
  6. Select
    Onvio
    .
  7. Set
    Client portals
     to
    NetClient CS
    , then select
    Done
    .
  8. Select
    Setup
    , then
    Office Configuration
    .
  9. Change the dropdown to
    <default>
     or the name assigned to the original office.
  10. In the
    Onvio
     tab, make sure the
    Client portals
     are set to
    Onvio Client Center
    , then select
    Done
    .

Switch between offices

If you have 2 office options to choose from, you can associate yourself with either office as needed. To switch between them, follow these steps:
  1. Select
    Setup
    , then
    User Preferences
    .
  2. In
    My Settings
    , select the office, then
    OK
    .
  3. Select
    OK
     in the window prompting you to restart
    UltraTax CS
    .

This article applies to:

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

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close