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Retrieve a completed Web Organizer
Follow these steps to retrieve a completed Web Organizer.
- SelectCS Connectin the toolbar.
- SetWeb Delivery: ($) Retrieve completed organizerstoYes.
- SelectConnect.
After you acknowledge the
Call Summary
window, the Web Organizer (Retrieve)
window opens. All completed Web Organizers are automatically retrieved.note
If you're not licensed for FileCabinet CS, UltraTax CS prompts you to save the file attachments to a location on your hard drive.
tip
- Status: When you retrieve the organizer, the system automatically logs the event in. You'll seeUtilitiesClient StatusSuccessfully Retrievedif it worked. If not, the Retrieval Status column will show the failure.
- Duplicates: If a client already has an organizer and you retrieve a new one, you have 3 choices:
- Replace: The new organizer replaces the old one.
- Postpone:The application retrieves the new organizer next time.
- Delete:The application deletes the new organizer, and won't prompt you about it again.
Notifications of retrieved data
You'll receive a notification by default when you open a return that includes pending organizer data to retrieve or discard. If you turned off this option and would like to turn it on it again, follow these steps:
- SelectSetup, thenUser Preferences.
- Select theData Entrytab.
- Mark theInform me when retrieved data is present when a client is openedcheckbox.noteYou'll receive a message whenever you open a client file containing unreviewed Organizer data. It will contain instructions on how to accept or discard the data.
- SelectOK.
Retrieve file attachments
Web Organizer attachments don't import into UltraTax CS. Follow these steps to retrieve file attachments from Web Organizers using FileCabinet CS.
important
Web Organizer attachments are not automatically scanned for viruses. Before opening any attachments, always scan them using your antivirus software.
note
- If you don't have FileCabinet CS, you can save Organizer file attachments directly to your computer. However, you'll need compatible software installed to open these files.
- By default, the NetClient Organizer greeting includes a custom paragraph telling clients that they can attach files to their Web Organizer. Follow these steps if you want to remove this custom paragraph from the greeting:
- Go totab.Setup[Entity]Organizer
- SelectLetters & Emails.
- Select theCustom Paragraphstab and clear theWeb Attachmentscheckbox.
- During the data retrieval process, UltraTax CS automatically sends any Web Organizer file attachments to FileCabinet CS. When the retrieval is complete, theFileCabinet CS Documentswindow opens and lists the names of the file attachments. Rename any of the file names as needed, then selectOK.noteIf a client's access is limited in UltraTax CS (viacheckbox), attachments won't go to FileCabinet CS. UltraTax will prompt you to save the attachments to your computer.FileClient PropertiesAdvanced PropertiesRestrict AccessDeny FileCabinet CS access to client data
- Open the client's file in FileCabinet CS and go to theirUltraTax CS 12/31/yyfolder to view the attachments.note
- You can't accept or reject data within attachments like you can with regular Organizer data. Enter the information from attachments into UltraTax CS manually.
- If an attachment is a spreadsheet, you can import it directly into an organizer or tax statement window.
- If a client forgets an attachment, ask them to use NetClient CS File Exchange or send it separately via email. You can't add attachments to an Organizer once submitted. The client would have to re-create and re-send the entire Organizer (which means they'd lose any data already entered).
This article applies to:
- Product: NetClient CS, UltraTax CS
- Return type: 1040 Individual, 1120 Corporation
- Subject: Organizer
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