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For details, see Assembling and transmitting web client organizers.
#FORM 1065 TAX QUESTIONNAIRE PDF PASSWORD#
If UltraTax CS prompts you to do so, enter your Onvio user name and password in the Log in to Onvio dialog and click OK.(Note that this button name may change depending on the selections in this dialog.) Click the To Onvio button to upload the tax return.To send the preparer copy to your Onvio Documents, mark the Preparer copy checkbox and then mark Onvio Documents.
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To send the client copy of the return to the Onvio Client Center, mark the Client copy checkbox, then mark Electronic delivery and click the Web option.Select the desired options in this dialog to determine which copies of the return to print, the destinations for each copy, and so on.With the client's return open in UltraTax CS, choose File > Print Returns.Note: Uploading a partial return for a client will overwrite any copy of that year's return that was previously uploaded to Onvio.