Upload a client organizer (tax questionnaire)

Follow these steps to upload a client organizer (tax questionnaire) from UltraTax CS to Onvio.
  1. Check that you have entered the firm and client email addresses.
  2. In UltraTax CS, select
    File
    , then
    Print Organizers
    .
  3. Select the options on this window to determine the pages included in the tax questionnaire, the status event logged when uploading, and so on.
  4. Mark
    Web: Onvio Client Center
    . If you turned on the eSignature feature, this option is named
    Web / eSignature: Onvio Client Center
    .
  5. Select
    Assemble
    .
  6. Select
    OK
    to close the window when the assembly finishes.
  7. Select
    Utilities
    , then
    CS Connect
    . Make sure
    Transmit Organizers
    is marked
    Yes
    . If you turned on the eSignature feature, this option is named
    Transmit organizers and eSignature documents
    .
  8. Select the
    Web Organizer
    tab.
  9. Select the client whose organizer you just assembled, then
    Select
    .
  10. Select
    Call Now
    to upload the tax questionnaire to Onvio Client Center.
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