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Scenario

You might see this error when printing a document from UltraTax CS or Fixed Assets CS to Onvio.

Causes

This can happen if a client has:

• duplicate contacts,
• no TIN,
• the same TIN as another client,
• no email address,
• or no Tax Matters contact.

Solutions

Duplicate contacts

In Onvio, choose Setup > All Contacts and search for duplicate contact listings for the client. If the client is listed more than once, check each contact and delete any that do not have Client selected for the type. Note that a spouse on a joint client can be listed separately from the client contact and should have Standalone as the contact type.

Tax Matters contact

Make sure the client has a Tax Matters contact in Onvio.

1. In Onvio, choose Setup > Clients and edit the client receiving the error.
2. Click Relationships.
   • If the client has a Tax Matters Contact, skip to the next solution.
   • If the client does not have a Tax Matters contact:
     1. Click Add.
     2. In the Relationship field, choose Tax Matters Contact.
     3. Give the Tax Matters Contact a name. All other information is optional.
     4. Click Save.

Missing TIN or email address

Make sure the client has both a TIN and an email address in Onvio.

1. In Onvio, choose Setup > Clients and edit the client receiving the error.
2. Check the Social Security Number or Employee Identification Number field. If the field is blank, enter the client's TIN.
3. Check the Email Address field.
   1. If there is no email address, enter one.
   2. Make sure the email address isn't shared with another standalone contact. This could happen if a taxpayer and spouse share the same email.

Duplicate TIN

Make sure the client doesn't share a TIN with another client:

1. Open UltraTax CS.
2. Open the client receiving the error.
3. Choose Utilities > Data Sharing > Relationships.
4. Click the Other clients with TIN tab.

Prevent the error

To avoid getting this error on other clients:

1. Print the UltraTax CS client before creating a client in Onvio.
2. If the client already exists in Onvio, add the TIN and email address so they match the UltraTax CS client.
3. In UltraTax CS, choose to File > Print Returns and mark Preparer copy and PDF to File underneath. Set the PDF to File location at the top of the window to a location on your local computer. Print it to PDF, then manually upload it to the client’s Onvio Documents directory.

If UltraTax CS printed successfully to Onvio, it will print the preparer copy to the client’s Onvio Documents > Tax Return [Year] > Preparer Documents folder.