Upload tax returns, organizer questionnaires, and other items to Onvio

Tax returns (Documents and/or Client Center)
Client organizer questionnaires (Client Center)
Extensions (Documents)
Input screens (Documents)
Signed eSignature documents (Documents and/or Client Center)

Setup

In UltraTax CS, open the Setup menu and select Office Configuration.
Open the Onvio tab.
Choose
Onvio Documents
and
Onvio Client Center
from the dropdown lists.

Upload

Upload tax returns

With the client's return open in UltraTax CS, open the File menu and select Print Returns.
Select the desired options in this window to determine which copies of the return to print, the destinations for each copy, and so on.
Use the following processes depending on what you want to upload:

Send the client copy of the return to the Onvio Client Center

Mark the
Client copy
checkbox.
Mark
Electronic delivery
and select
Web
.
Select
Assemble
.
Select OK to close the confirmation window after UltraTax CS finishes uploading the tax return.
Open CS Connect from the red plug icon or the Utilities menu on the toolbar.
In the Web Delivery section, make sure
Transmit Returns
is marked as Yes. (If you turned on the eSignature feature, this option is named
Transmit returns and eSignature documents
.)
Go to the Web Delivery tab.
Select the client whose return you just assembled and move it by double-selecting or using Select.
Select
Connect
to upload the tax return to Onvio Client Center.

Send the preparer copy to your Onvio Documents

Mark the
Preparer copy
checkbox and then mark
Onvio Documents
.
Select
To Onvio
or
Assemble
to upload the tax return. (Note that this button name may change depending on the selections in this window.)
If UltraTax CS prompts you to sign in to Onvio, enter your Onvio user name and password and select OK.
If you have Onvio Link installed: starting with UltraTax CS 2020, a window will appear to confirm the documents you're sending to Onvio and you can rename the document name. This can help prevent overriding any documents you previously sent to Onvio. Once confirmed, select
Send
.
Select OK to close the confirmation after UltraTax CS finishes uploading the tax return.

Upload a client organizer (tax questionnaire) to Onvio Client Center

Check that you have entered the firm and client email addresses.
Open the File menu and select Print Organizer.
Select the desired options on this window to determine the pages included in the tax questionnaire, the status event logged when uploading, and so on.
Mark
Web: Onvio Client Center
.
If you turned on the eSignature feature, this option is named
Web / eSignature: Onvio Client Center
.
Select Assemble.
Select OK to close the window when the assembly finishes.
Open the Utilities menu and select CS Connect. Check that the
Transmit Organizers
is marked as Yes.
If you turned on the eSignature feature, this option is named
Transmit organizers and eSignature documents
.
Select the Web Organizer tab.
Select the client whose organizer you just assembled and select the
Select
button.
Select Call Now to upload the tax questionnaire to Onvio Client Center.

Upload extensions or UltraTax CS input screens

Open the File menu and select Print Extensions or Print Input Screens.
Mark the
Onvio Documents
checkbox.
Select To Onvio.

Upload signed eSignature documents

With the client's return open in UltraTax CS, select File, Print Returns and generate the web tax return and eSignature package.
Select Utilities, CS Connect and transmit the return and eSignature package to Onvio.
After you send the tax return to Onvio, copies appear in the following locations:
PDF of the
client copy
of the return is delivered to Onvio Client Center (for your client) and to Onvio Documents (for your firm's staff) simultaneously.
PDF of the
preparer copy
of the return is stored in Onvio Documents, where it is accessible to your firm's staff.
Onvio also sends automated email notifications to the client when the documents are uploaded to alert them that the tax return is available and that they have an eSignature request pending. If the client hasn't already registered their Onvio account, they will receive a registration email as well.
Once the client completes the eSignature process, retrieve the eSignature package via Utilities, CS Connect. The PDF copies of the signed documents are automatically stored in Onvio Documents (for your firm) and Onvio Client Center (for the client).

After upload

Access tax documents or organizers in Onvio

Tax questionnaires:
UltraTax CS notifies your client that their tax questionnaire is available in Onvio Client Center via an automated email message. If this is the client's first time accessing the Client Center, UltraTax CS sends a registration message via email as well. Each email message contains a link for the client to register or access the Client Center and sign in using their credentials.
Client copies of tax documents:
UltraTax CS notifies your client that their tax documents are available via an automated email message containing a link to sign in to Onvio Client Center.
Preparer copies of tax documents:
Sign in to your Onvio Staff Center account and select Client Documents link to view items uploaded from UltraTax CS.

Retrieve completed organizers to UltraTax CS

Open CS Connect.
Set the
Web Delivery: ($) Retrieve completed organizers
switch to Yes.
Select Connect.
After the call is complete and you acknowledge the Call Summary window, the Web Organizer (Retrieve) window opens. All completed web client organizers are automatically retrieved.