Override NetClient CS Portal Destination dialog

See also:&
UltraTax CS and NetClient CS Portal integration overview
Use this dialog to override the selected client's default NetClient CS portal destination for returns delivered via the web and for web client organizers. Overriding the default destination will replace the client's portal with a different NetClient CS portal.
To open this dialog, choose Setup then Client Communications and select the NetClient CS Portal button.

Fields & buttons

This list displays all NetClient CS portals that have been created by the current firm.
  • Use the
    Tax Return Destination
    column to choose one or more destination portals for the current client's tax return.
  • Use the
    Web Org Destination
    column to choose one destination portal for the current client's web client organizer. Once you transmit the client's web organizer to one portal, this field is grayed out and the return cannot be transmitted to any other portal. Also, once you transmit any web organizer to a NetClient CS portal, that portal cannot serve as the destination for a different client's web organizer.
  • Use the
    Login ID
    ,
    First Name
    ,
    Last Name
    , and
    Email
    columns to sort and identify the NetClient CS portals created by your firm.
Select this button to update the list of NetClient CS portals created by your firm.
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