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
- SelectFile, thenPrint Returnsto open thePrint Returnswindow.
- In thePrint whatsection, select theWeb/eSignatureoption under theClient copycheckbox.
- Select theClientsbutton to open theSelect Clients to Printwindow. This window lets you select the clients for whom you want to assemble tax returns for the web.
- SelectOKto close theSelect Clients to Printwindow, and then select theAssemblebutton.
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- If you entered a firm URL in the field in theWeb Deliverywindow underSetup, thenClient Communications, thenWeb Delivery Optionswindow, the text “Thomson Reuters data center” in theWeb/eSignatureoption will be replaced with the firm URL.
- When you print a single client, UltraTax CS automatically selects an option for the client copy in thePrint whatsection that reflects the delivery preference you chose for the client in theSetup, then theClient Communicationswindow.
- Use theSelect Allbutton to quickly select all clients.
- If you select multiple clients, thePer client settingsoption will be selected in thePrint whatsection and UltraTax CS will process the returns according to the individual client delivery preferences you selected inSetup, then theClient Communicationswindow.
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.
- Select theCS Connectbutton on the UltraTax CS toolbar.
- Select theOptionstab.
- Select theWeb Delivery: Transmit returnscheckbox in thePurpose of this callsection.
- Select theWeb Deliverytab. Use this tab to select the clients to whom you want to transmit tax returns.
- Select theCall Nowbutton 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.
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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.
