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Integration with NetFirm CS

Remove tax documents from NetClient CS

You can delete a client's tax returns, action required documents (for web organizers or tax returns), tax source documents, and Schedules K1 from NetClient CS. You can delete all of these documents for a client at once, or you can delete only selected documents.
  1. In the Admin tab of the navigation pane, go to the NetClient CS section and select
    My Tax
    .
  2. To delete all of a client's tax documents:
    1. Go to
      Find
       in the the All Clients pane and enter any part of the client's first name, last name, or client ID.
    2. Select the client and mark the checkbox in the
      Delete Tax Documents
       column.
    3. Select
      Enter
      .
    4. Select
      OK
       to confirm the deletion.
  3. To delete specific documents from NetClient CS:
    1. Go to
      Find
       on the My Tax Clients pane and enter any part of the client's first name, last name, or client ID. NetFirm CS shows the client's tax documents on the right.
    2. Mark the checkbox for each document you want to delete.
    3. Select
      Delete Selected
      .
To prevent the tax documents from being sent to this portal again, update the Client Communications Portal Destination in UltraTax CS. See How to link, combine, or merge client portals in UltraTax CS.

This article applies to:

  • Subject: Integration
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