Open Web Organizer Questionnaire dialog

Use this dialog to select an existing NetClient organizer questionnaire to open. By default, this list includes the CS Default - English and CS Default - Spanish questionnaires. Any additional web organizer questionnaires you created in the prior year or current year are listed here as well. Any web organizer questionnaires created in the prior year are imported automatically the first time you open UltraTax CS.
To open this dialog, choose Setup > 1040 Individual > Organizer tab, then select the Questionnaire button in the NetClient group box.

Fields & buttons

By default, this list includes the CS Default - English and CS Default - Spanish questionnaires. Any additional web organizer questionnaires you created are listed here as well. To create a new questionnaire based on one listed here or modify an existing questionnaire, highlight it in this list and select OK.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close