CS Connect ... Web Organizer tab

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note
This topic applies to both the
Web Organizer
,
Web Delivery
, and
Web Data Mining
& tabs.
The Web Client Organizer feature in UltraTax/1040 and the Business Organizer feature (available if you are licensed for 1120, 1065, 1041, or 990) enables you to provide web-based organizers to your clients via a link on your website or within an email message. CS Connect enables you to send web organizers and tax returns to your clients, and retrieve completed organizers quickly and easily. Use the Web Organizer and Web Delivery tabs in CS Connect to select the clients to whom you would like to send web organizers or tax returns.
To open these tabs, choose Utilities then CS Connect and select the Web Organizer, Web Delivery, or Web Data Mining tab.
note
These tabs are available only if you are licensed for NetClient CS portals and you have set the
Web Delivery: ($) Transmit organizers
,&
Web Delivery: ($) Transmit returns
, and/or
Web Delivery: ($) Transmit Data Mining eSignatures
& switches to Yes in the Options tab of the CS Connect dialog. (To create a client's web organizer, tax return for Web Delivery, choose File then Print Organizers or File then Print Returns, select the
Web
option, then select the Assemble button.)

Fields & buttons

Clients available to select pane
Web organizers, tax returns, or Data Mining eSignature documents listed in this pane will
not
be sent to clients the next time you place a call. To send these items, highlight the item that you want to send and select the Select or Select All button to move the item to the pane on the right.
note
Tips
  • For the Web Delivery tab, Web Organizer, and Web Data Mining tab:
    To sort the client listing by client ID, or client name, select the words in the title bar of the list pane.
  • For the Web Delivery tab only:
    You can use the Focus group box to filter the clients listed in the Clients available to select pane by entity or by Preparer/reviewer/staff.
Clients selected pane
Web organizers, tax returns, or eSignature documents listed in this pane will be sent during the next Connect session.
note
Tips
  • To sort the client listing by client ID or client name, select the words in the title bar of the list pane.
  • To remove clients from this pane, highlight a client and select the Remove button.
Delete button
Select this button to delete the highlighted client's web organizer or web tax return.
note
  • Choosing this button will delete only the client's web organizer, web tax return, or Data Mining eSignature document; it will
    not
    delete the client's UltraTax CS data.
  • To re-create the client's web organizer or tax return, choose File then Print Organizers or File then Print Returns, select the
    Web
    & option, and then select the Assemble button.
See also:
Assembling eSignature documents via Data Mining

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