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Web Organizer overview
Web Organizers are the electronic version of paper or PDF Organizers you send to clients through a private portal. With a Web Organizer, your clients can:
- Enter new information in screens (1040 only).
- Make edits to last year's information (1040 only).
- Complete the web version of the organizer questionnaire.
- Include notes and questions.
- Attach files.
- Create screens for new activities (such as W-2s) (1040 only).
Once they've entered their information for the current tax year, they send the Organizer back through the web portal. For 1040 clients, you can also import the information directly into UltraTax CS input screens.
Delivery options
UltraTax CS offers 2 delivery options for Web Organizers: NetClient CS and Onvio. Use the following information to decide which web platform to use for organizers.
NetClient CS
: The Web Organizer is sent through a private NetClient CS web portal. A web portal is a safe environment that needs a unique password to access. The main advantage of using NetClient CS is that the data you enter can be retrieved into the tax return inside UltraTax CS.Onvio
: One of the advantages of using Onvio for Web Organizers (also called tax questionnaires) is the easy, safe exchange of files.System requirements
You'll need to meet the following system requirements to use Web Organizers:
note
Apple computers are not supported for CS Professional Suite applications including for NetClient CS.
- A Microsoft Windows 11 or Windows 10 operating system. The Web Organizer isn't supported on operating systems that are no longer supported by the manufacturer.
- Internet access with any of the following browsers: the newest version of Google Chrome, Microsoft Edge, or Mozilla Firefox.
- 128-bit encryption is recommended.
- An email service capable of receiving file attachments.
- Optional: Adobe Reader version DC or later. If you don't already have this installed, you can download the free Adobe Reader from http://get.adobe.com/reader/.
This article applies to:
- Product: NetClient CS,UltraTax CS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
- Subject: Organizer