My Tax administration

NetClient CS users access their Web Client Organizer, tax returns, and other tax documents through My Tax.
If you're licensed for NetFirm CS and UltraTax CS, you'll have access to My Tax Administration. To get to My Tax Administration go to the
Admin
tab of the Navigation pane. In the NetClient CS section, select
My Tax
.
  • Web Client Organizer is the electronic version of UltraTax/1040 Client Organizer. Web Client Organizer allows you to send client organizers to your clients through NetClient CS. Your clients can enter new data in the organizer screens, edit data that carried over from the previous year, and more.
  • To learn more about web organizers, see the UltraTax CS topic Web Client Organizer overview.
  • Most web organizer administration takes place in UltraTax CS. However, you can complete the following tasks from within NetFirm CS administration:
    • View the status of a web organizer.
    • Complete a web organizer for a NetClient CS user.
    • Delete a web organizer.
    • Remove tax documents from NetClient CS.

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close