Import asset data from UltraTax/1040 Web Client Organizers

If you're licensed for UltraTax/1040 Client Organizer and NetClient CS, you can use the web client organizer to get tax and asset information from your clients via a private, secure web portal. After your client submits the completed web organizer in NetClient CS, you can retrieve the asset data into Fixed Assets CS and accept or discard the information. To do so, perform the following steps.
  1. In UltraTax CS, select
    Utilities
    , then
    CS Connect
    .
  2. In the
    Options
    tab of the
    CS Connect
    window, mark the
    Retrieve completed organizers
    checkbox.
  3. Select
    Call Now
    . UltraTax CS retrieves the completed web organizer and notifies you that the organizer data is available.
  4. In Fixed Assets CS, open the client that corresponds to the UltraTax CS client. Note that the client IDs will need to be identical in UltraTax CS and Fixed Assets CS to share data between the applications.
  5. Select an activity folder. The pending web organizer asset data is displayed in up to three
    Asset Import
    tabs depending on the selected activity. Select each asset in the available tabs and select
    Accept
    or
    Discard
    . Repeat this step for each activity.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close