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Organizer setup and options

Reprocess Web Organizers

You can recreate, retransmit, and re-retrieve Web Organizers as needed. Follow these steps to reprocess Web Organizers.

Recreate and retransmit

When you retransmit an Organizer to a client's portal, it overrides the existing organizer in the client's portal.
  1. Select
    File
     then
    Print Organizers
     to reassemble the organizer.
  2. If you're not already in the client you're reprocessing, select
    Clients
     to select the client.
  3. Select
    Web
     in the Print What section.
  4. Select
    Assemble
    .
  5. Select
    CS Connect
    .
  6. Go to the
    Options
     tab. In the Purpose of Connect section, set the
    Web Delivery: Transmit organizers
     to
    Yes
    .
  7. Go to the
    Web Organizer
     tab. Select the clients you want to transmit the Web Organizer to.
  8. Select
    Connect
     to transmit the Web Organizer. The selected clients will receive an email alerting them that the Web Organizers are available for data entry, and instructions on how to access them.
After your client completes data entry and selects
Send to Preparer
 in their portal, the updated Organizer is available to retrieve via CS Connect.
note
  • It can take up to 30 minutes after transmission for the Organizer to appear in your client's portal.
  • There is no extra transmission fee for retransmitting and re-retrieving an Organizer. When you send a Web Organizer to the same client multiple times, you'll receive only 1 transmission fee for that client.
  • If any documents were successfully signed via eSignature, you'll need to suppress the documents on the eSign screen in the Electronic Filing folder.
  • You'll lose any information your client has entered in the Web Organizer prior to retransmission.

Re-retrieve

You can re-retrieve Web Organizers via CS Connect. To do this, have the client select
Send to Preparer
 in their portal once again. To retrieve the data again, use CS Connect to pull in the Organizer information.
note
You can't do this if you've marked the
Allow the client to choose the Web Organizer "Send to Preparer" button only once and prevent further changes
 checkbox in
Setup
1040 Product Information
Organizer
Options
. If you've marked this checkbox, the only way to re-retrieve the organizer is to re-create and send another organizer.

This article applies to:

  • Product: NetClient CS,UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer

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