Add Forms button is missing in NetClient CS Organizer

To enable the Add Forms button on your clients' web organizers so they can insert additional forms, use these following steps.
  1. Go to
    Setup
    >
    1040 Individual
    >
    Organizer
    tab.
  2. Select the
    Options
    button in the NetClient group box.
  3. Clear the checkbox labeled
    Disable the Add Forms button
    in Web Organizer to prevent the client from adding new forms during data entry.
  4. Once enabled, the
    Add Forms
    button will be available in the
    Web Client Organizer
    screen.
    note
    • Sending a web organizer to a NetClient CS portal more than once will replace the existing web organizer in that portal, deleting any data that the client has entered.
    • The settings enabled in this dialog apply to all web organizers that you subsequently send to your clients.
    • To remove the restrictions set here, clear the checkboxes and re-send the web organizers.
    • These settings will automatically transfer over to next year's version of UltraTax CS.

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