Complete a web organizer for a NetClient CS user

This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.
  1. In the Admin tab of the navigation pane, go to the NetClient CS section and select
    My Tax
    .
  2. In the All Clients pane, go to
    Find
    and enter any part of the client’s first name, last name, or client ID.
  3. Select the client and then mark the checkbox in the Completed Organizers column.
  4. Select
    OK
    and then
    Enter
    .
The organizer is now available to CS Connect and you can retrieve it into UltraTax CS.

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