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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,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

Web Organizer
 release date

Starting with the
2025
.1.0 version of
2025
UltraTax CS
, usually available in the 3rd week of November, you can send
2025
Web Organizers
 to your 1040 clients'
NetClient CS
 portals. You will be able to retrieve these
Web Organizer
 once version
2025
.2.0 is released, typically in the 3rd week of December. Until this update is installed, the retrieval option for 1040
Web Organizers
 will be disabled.

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