Prevent multiple web organizer submissions

To restrict clients from submitting multiple versions of their web organizers, follow these steps:
  1. Select
    Setup
    1040 Individual
    Organizer
    NetClient Options
    .
  2. Mark
    Allow the client to choose the Web Organizer 'Send to Preparer' button only once and prevent further changes
    .
This setting will automatically carry forward to the next year's UltraTax CS version.
If you mark this option, clients might accidentally submit organizers before they're complete. If that happens, you'll need to work with the client to identify which sections of the organizer was complete, then retrieve and accept the completed data. Then you can reassemble and retransmit a new organizer or collect the rest of the missing organizer information using another method (email, paper, etc.).
If you choose not to mark this option, clients can send organizer data multiple times. There's very little risk of overwriting data in UltraTax CS because preparers can choose which data to accept into the tax return.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close