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Integrate with CS Suite

NetClient CS Integration

Licenses

You only need an Organizer license to transmit Web Organizers from UltraTax CS to NetClient CS.
If your firm is not licensed for NetFirm CS, then transmissions of web organizers will be subject to PRP Web Organizer fees:
  • Transmission Fee: $1 per Organizer (evaluated when transmitted to the Thomson Reuters' host computer).
  • Retrieval Fee: $3 per Organizer (evaluated when completed Web Organizer is retrieved into UltraTax CS).
These fees only apply to PRP Web Organizer licenses.
The fees are charged once per taxpayer SSN. Your firm can transmit and retrieve a client's Web Organizer many times. You'll only incur charges the 1st time you transmit and retrieve the Web Organizer.
You'll need a NetFirm license to transmit tax returns from UltraTax CS to NetClient CS portals. If you're not licensed for NetFirm, you can't select
Web
 at the following locations in UltraTax CS:
  • From
    Electronic Delivery
     at
    File
    ,
    Print Returns
    , then
    Client Copy
    .
  • The Return Delivery column dropdown list at
    Setup
    , then
    Client Communications
    .

NetClient Portals

UltraTax CS creates a NetClient portal if the client is not linked to one. Therefore, you don't need to create the portal first in NetFirm Administration.

Set up

You set up the integration with NetClient CS within UltraTax CS.

This article applies to:

  • Product: UltraTax CS, NetClient CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Integration
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