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Retrieving Organizers

Pink dot or pink folder appears but no data to accept

Pink dot

If a pink dot appears on the
Client Organizer (via Web)
 input screens but there's no data to accept, it may be due to a change in the state ZIP Code. For instance, if the
Web Organizer
 was sent with the original state ZIP Code (for example, FL) and the ZIP Code on the
1040
 screen is later updated (for example, to VA) before retrieving the
Web Organizer
, the pink dot will persist, representing the original data entry (FL).
  1. Change the state
    ZIP Code
     on the
    1040
     screen back to the original state (FL). Use the F8 key to view prior-year data if needed.
  2. Accept the
    Web Organizer
     content related to FL.
  3. Update the state ZIP Code back to the new state (VA).

Pink lines in folder

If a folder contains pink lines but no data to accept is apparent, follow these steps to turn off the
Asset
tab and check for depreciation information in
Summary Asset Data Entry
:
  1. Within your client, select
    File
     then
    Client Properties
    .
  2. Select
    Advanced Properties
    .
  3. Go to the
    Enter Asset Detail
     tab.
  4. Unmark the
    Enter asset detail information
     checkbox and verify by selecting
    Yes
    .
  5. Select
    OK
     twice to return to data entry.
  6. Review the depreciation input screens under the folder with pink lines, including
    8829
    ,
    Auto
    ,
    Sale
    ,
    8824
    ,
    4684B
    , and
    4562
     screens, and verify the data to accept.
  7. Once the data is accepted, repeat steps 1–3.
  8. Select the
    Enter asset detail information
     checkbox and verify by selecting
    Yes
    .
  9. Select
    OK
     twice to return to data entry.

This article applies to:

  • Product: NetClient CS, UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer
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