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Assemble and transmit web tax returns

Follow these steps to assemble and transmit tax returns for your clients to access from a secure NetClient CS web portal.
Your clients can access their portals at any time using sign-in credentials provided in an automated email from your firm.
note
If you use FileCabinet CS to store client source documents (such as W-2s or 1099s), you can include those documents with the client copy of the return when you transmit it to NetClient CS.

Assemble web tax returns

  1. Select
    File
    , then
    Print Returns
     to open the
    Print Returns
     window.
  2. In the
    Print what
     section, select the
    Web/eSignature
     option under the
    Client copy
     checkbox.
  3. Select the
    Clients
     button to open the
    Select Clients to Print
     window. This window lets you select the clients for whom you want to assemble tax returns for the web.
  4. Select
    OK
     to close the
    Select Clients to Print
     window, and then select the
    Assemble
     button.
note
  • If you entered a firm URL in the field in the
    Web Delivery
     window under
    Setup
    , then
    Client Communications
    , then
    Web Delivery Options
     window, the text “Thomson Reuters data center” in the
    Web/eSignature
     option will be replaced with the firm URL.
  • When you print a single client, UltraTax CS automatically selects an option for the client copy in the
    Print what
     section that reflects the delivery preference you chose for the client in the
    Setup
    , then the
    Client Communications
     window.
  • Use the
    Select All
     button to quickly select all clients.
  • If you select multiple clients, the
    Per client settings
     option will be selected in the
    Print what
     section and UltraTax CS will process the returns according to the individual client delivery preferences you selected in
    Setup
    , then the
    Client Communications
     window.

Transmit returns to secure web portals

After the tax returns are assembled, you need to transmit them using CS Connect. CS Connect is a utility that runs as part of UltraTax CS. It uses the same data entry and display conventions that are used in UltraTax CS.
Follow these steps to transmit tax returns for your clients to access using a secure web portal.
  1. Select the
    CS Connect
     button on the UltraTax CS toolbar.
  2. Select the
    Options
     tab.
  3. Select the
    Web Delivery: Transmit returns
     checkbox in the
    Purpose of this call
     section.
  4. Select the
    Web Delivery
     tab. Use this tab to select the clients to whom you want to transmit tax returns.
  5. Select the
    Call Now
     button to transmit the tax returns. When the tax returns are transmitted, the greeting is sent by email to each of your clients informing them that their tax returns are available and how to access them.
note
You can send all returns and attached source documents to NetClient CS portals by web delivery. This includes 1040, 1120, 1065, 1041, 706, 709, 990, and 5500 returns.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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