Practice CS: Alerts and notices

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Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
2/13/18 Notice N/A Fixed 2/13/18 Fixed My Profile page on the CS Website may not function properly

Our development team has identified an issue that may impact a user's ability to log in to our website. When attempting to log in to our website, access the My Profile page, or complete your security migration you may receive one of the following error messages:

  • We're unable to verify your profile information. Please close your browser window and try again.
  • The server did not respond in time. Please try again.

Thank you for your patience as our development teams work to resolve the issue as quickly as possible.

There is no need to submit IRS escalation forms for this issue at this time
12/15/17 Integration 2017.2.2 Notice 12/15/17 TBD Invoices not uploading to GoFileRoom

In some cases, Practice will freeze when uploading invoice to GoFileRoom. For those on Practice version 2016.2.7 or earlier, this seems to appear on the first or second invoice when sending multiple invoices. For users on version 2017.2.2, the program does not freeze, invoices appeared to go to GoFileRoom but did not. In those cases, repopulating the Invoice and Statements indexing dialog and mapping item again resolved the issue.

This issue does appear to be intermittent for invoices that are properly indexed to upload.

Our development staff is aware of this issue and is working to resolve.

Workaround: If this does become an issue for your firm, you can make the following changes in your network installation setup. We recommend that these changes be made in consultation with your IT professional -

1. Identify where your Practice CS Shared files are on your network

a. On a local installation, the default location for this is C:\WINCSI\Practice CS\

2. Open the NetworkInstallation.ini file in Notepad

3. In the section labeled [appsettings] add the following line:

a. GoFileRoomUrl=

4. Save and close the NetworkInstallation.ini file

5. Have users close/reopen Practice and test uploading invoices to GoFileRoom.

12/4/17 All N/A Notice 12/4/17 N/A How to access your CPE Certificate(s)

Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

11/28/17 All N/A Fixed 12/06/17 N/A CS Web server error when updating CS Web account profile information

When updating the password or email address associated with your CS Web account, some user may receive a server error message. Although this error message appears, your changes are saved and the new password or email will now be your new login credentials. Our development teams are working on releasing a fix as soon as possible. For details about updating your CS Web account, see Changing your CS Web account profile information.

11/28/17 All All Notice 11/28/17 N/A Firm Delegate and license PIN

For security reasons only a firm's licensee has access to make changes to the firm's phone number, address, name or license PIN. The firm Delegate role is not an option that can be assigned for firm's in the absence of the Licensee. This role is only available to firm's whose applications are licensed to the firm, and only certain firm types qualify to licensee their applications in this way. For details about the new delegate roles see, Modifying the firm delegate role. For details about firm types, see Internal: Firm types.

If a firm is requesting this role be assigned to an individual at their firm, please transfer these calls to Customer Service to review and determine if they qualify. Because the firm's licensing type determines wether they need to have an individual assigned to this role, in most cases if there is a Licensee assigned this will not be possible.

10/25/17 All 2016 Notice 10/25/17 Notice Action required - update your CS Professional Suite license PIN

New for 2017, the license PIN you use for your CS Professional Suite applications cannot match your firm's ZIP code. If your license PIN matches your ZIP code, your firm's designated Licensee or Delegate must update it to a secure PIN. For details, see Managing your license PIN.

This update is required before you can successfully download and install the appropriate licenses to your programs. If you have received a "Firm ID and PIN do not match our records" error message, contact your firm's licensee to obtain the correct PIN. For addtional details about this error message, see License download failed: firm ID and PIN do not match our records.

11/17/17 All All Fixed 11/17/17 N/A License PIN not saving / firm ID and PIN do not match

Communication was sent to firms in October explaining that they must update and/or verify their license PIN, as the PIN is no longer allowed to match the ZIP code. If a firm receives the CS Connect error that the firm ID and PIN do not match our records, they need to verify their PIN on the My Account page.

There have been reports of license PINs appearing to revert to the ZIP code after being updated. A fix for this issue was released 11.19.17. If a firm reports a "Firm ID and PIN do match our records" message in CS Connect, follow the instructions in the internal note of Troubleshooting license PIN update errors.

After troubleshooting, if the PIN is reverting to the firm ZIP code after updating it on our work with your departments CF to resolve the issue.

11/02/17 Platform N/A Notice 11/02/17 N/A Change to using the EMS Migration support tool

With the November 2, 2017, Onvio release you must now use Chrome with the SwitchySharp plug-in installed for access to any of the support tools.The EMS Migration support tool page will not load successfully without the plug-in installed or if you attempt to use an unsupported browser such as Internet Explorer. For details about the EMS Migration support tool, see Internal: Using the EMS Migration Support tool.

For SwitchySharp installation instructions, see Onvio Tools SwitchySharp rules. You will need to complete the installation, configuration, and enable proxy steps found on this page for proper setup of the SwitchySharp plug-in.

Note: During the configuration process you will need to create some new rules for SwitchySharp. Before creating new rules, after entering the Proxy Profile information you will need to click Save for the AWS Connectivity option to appear in the Proxy Profile drop-down menu.

10/17/17 Updates ALL Notice 10/17/17 N/A Questions about fewer updates and enhancements

Users may notice fewer enhancements in the recent releases of Practice CS. Always review the user bulletins, as our development team is committed to continued work on Practice CS to make sure it always meets our firm’s needs. Practice CS is a mature, highly rated product, and as such, the need for enhancements has slowed. Below is an internal article from our Help and How To Center that offers positioning and direction if a user inquires on the future of Practice CS:

Internal: Practice CS Maintenance Mode Positioning Statements

Please note, the phrase “Maintenance Mode” is an internal designation and we want to avoid using that terminology with users who would not fully understand its connotation.

9/29/17 Licenses ALL Notice 9/29/17 N/A Practice CS support expired
Auto-renewals should have processed by now for Practice CS. If a firm shows Practice CS expired in Flash, assume it is legitimate and confirm the product’s renewal status in EMS. If their licenses are not current, we will not be providing them any support going forward until they do so. See Setting up your Practice CS auto renewal for details on the auto-renewal process and to help determine whether they truly renewed.
06/29/17 Security ALL Notice 06/29/17 Notice Phishing Email Scam

We have been made aware of a Phishing Email Scam that has been sent to some CS Professional Suite users. The Phishing Email asks for 'Re-Validation of Login Credentials'. This was NOT sent by Thomson Reuters. It is an attempt to trick practitioners into revealing their login information. Please do not click on 'Login' button in this email.

Please report any firms that received the phishing email to the Command Center and to the Support - Incident Management team at Include the Firm ID, Staff, and email address of the recipient so the impacted firms can be contacted regarding recommended steps and safeguards to perform as precautions.

06/28/17 Platform N/A Notice 06/28/17 N/A Responding to questions regarding Petya ransomeware

For users asking questions about this, here is the approved Thomson Reuters customer statement regarding Petya ransomware.

"Thomson Reuters takes the security of its global systems seriously. We are well aware of the latest, highly publicized, Petya ransomware attack that has impacted a number of organizations around the world, and our systems continue to function normally.

We are continually monitoring our systems to ensure the protection of our customers’ information and achieve consistent reliability of our products and services.

In the event customers experience any difficulties, they should contact their customer representative as usual.

06/02/17 Platform N/A Verified 06/02/17 N/A An Issue Occurred with Your Firms Security Upgrade
When logging into a user may receive a prompt to migrate their security. After entering their password a second time they will receive an error message stating migration failed and to contact support. Please add these firms to this TFS item and let them know the issue is being worked on.
06/01/17 Client Management / NetFirm Integration Fixed 08/21/17 Resolved File Transfer items not appearing in portals
TFS #1181586

Update - This has been resolved through a backend web update on our end on 8/16/2017.

We have had multiple reports from Support when a file transfer request is sent, the NetClient user does not see the top-level file transfer folder as depicted in this screenshot. However, the user does see the file transfer request in the portal’s direct messages. TRTA Professional Platform Analysts are currently looking into this, but have so far been unable to duplicate the issue in house.

If you have firms experiencing this same behavior, please add the firm ID to TFS item referenced above and advise them the appropriate development teams are looking into it (with no current ETA) and may need additional info from them at a later point for them to research this further.
05/25/17 Security Notice 06/01/17 Resolved Resolved - "Unable to confirm password" error message when enabling or disabling multi-factor authentication via CS Web
The issue causing users to receive this error message when enabling or disabling multi-factor authentication for their CS Web account has been resolved. Users who cannot access their CS Professional Suite application or the website due to an inaccessible mobile device, should follow the steps for logging in when your mobile device is not accessible.
04/28/17 Outlook Integration 2016.2.6 Fixed 05/09/17 2016.2.7 Windows 10 and Outlook 2016 olmapi32.dll error
Firms running Microsoft Office 2016 recently reported experiencing integration issues with Practice CS and Outlook; in some cases users were unable to launch Practice and received an error referencing "OLMAPI32.DLL" as the faulting module. This issue was due to changes made within Outlook's file structure in a Microsoft Office update released towards the end of April.

On 05/9/2017, Practice CS development released a CS Connect update (v.2016.2.7) to resolve this issue, and it is now available through the CS Connect icon within the program. Once this update has been successfully installed, any firm that had temporarily disabled Outlook integration with Practice CS that wishes to re-enable it can simply delete the "outlookdisable=true" line they had previously added to their Networkinstallation.ini (or localinstallation.ini) file under the App Settings section. Instructions on how to access and modify those files can be found here: How to disable the Microsoft Outlook interface.
03/09/17 Security N/A Notice 03/09/17 Notice Update to internal procedures for change of address requests

In an effort to ensure requests to update demographic information are valid the following changes are effective immediately:

At this time CS Web accounts with administrative permissions can still make these requests. We can only accept requests submitted by the licensee. We are currently looking in to ways to restrict this.

03/06/17 Security N/A Notice N/A N/A Strengthen security for your firm and clients with multi-factor authentication

Did you know Thomson Reuters can offer even more advanced security options through multi-factor authentication? Many of the online accounts and software products that you use every day are currently protected by a login and password - multi-factor authentication adds at least one more layer of identity verification to that process.

We strongly recommend that you use multi-factor authentication to provide the highest level of security for you data. To get started, see Multi-factor authentication overview. For additional details about our strongly recommended security measures, see the Data Security for Tax and Accounting Firms page on our website.

03/06/17 Security N/A Notice 03/6/17 N/A Firm security – contacting the Incident Management group

When customers tell us that they were compromised, their identity was hacked, they’ve had a security breach, or any other indication that their information has been compromised, it is important to share this. Send any information you receive via email to Support - Incident Management. This team reviews that information to ensure old EFIN numbers are blocked, and takes necessary steps behind the scenes to make sure any compromised information cannot be used maliciously.

02/28/17 Application logins N/A Fixed 03/17/17 N/A CS Professional Suite Sign In Error: "Missing data required to reset password. Please try again."

If you use NetStaff CS login credentials to log in to your CS Professional Suite applications, this issue occurred after resetting your password via the Reset Password link in the application sign in screen. A fix was released on 3/16/17 to resolve this error.

After entering the temporary NetFirm password you received into the sign in screen of your CS Professional Suite application, you will be prompted to update your password via Log in with your NetStaff ID and the temporary password you received, you will be prompted to create a new password after signing in. You will now use the new password you created to access your CS Professional Suite applications. For additional information, see Password management for your CS Professional Suite applications.

02/21/17 Security N/A Notice 02/21/17 N/A EMS Migration Support Tool error: "User exists in TRID, but there is no TRUID in EMS. Contact Platform Development for resolution"

To resolve this error, please follow these steps:

  1. Have the firm admin log in to
  2. The admin chooses Manage Accounts and deletes the user experiencing this error.
  3. The user then navigates to
  4. Choose Hi, Guest | Your Account > Sign in under CS Professional Suite.
  5. On the CS Professional Suite account sign in screen, choose Need an account? Click here.
  6. Have the user enter the Firm ID and Zip code and click the Continue button.
  7. The next screen will display a list of names, mark the My name does not show up in the list box and complete the information fields to create the account.
02/17/17 Security N/A Notice 2/17/17 N/A Reminder: Reset your password for your CS Professional Suite application login credentials

As a reminder, the password that you use with your CS Professional login must meet strength requirements as defined by the IRS and expire after no more than 90 days.

When your password is within three days of expiration you will receive a reminder in your application or in the NetStaff CS dashboard, depending on the credentials that you use. For details, see Password management for your CS Professional Suite application logins.

01/27/17 Platform N/A FYI 01/27/17 N/A NetClient phishing email
If a user reports that they or their client(s) received a suspicious email about NetClient, refer the user to Protecting your firm and clients against phishing scams and instruct them to report this to the IRS. See the “Help Catch the Culprits – Report Phishing Attempts” section at the bottom of the HHTC topic for instructions on how to report.
01/23/17 Security N/A Notice 01/23/17 Resolved Application and website logins experiencing issues

We experienced an issue earlier today that preventing sign in to our website. In addition, some may have experienced intermittent issues accessing CS Professional Suite applications. Our development team released a fix to correct this as quickly as possible. We apologize for any inconvenience this may have caused. Thank you for your patience as we worked to resolve this issue.

For escalations and users concerned about the recent outages, please follow these positioning guidelines:

  • Acknowledge, we know they depend on us.
  • Empathize, we understand this is frustrating.
  • Reassure, we are diligently analyzing the disruption, finding better failovers, and doing our best to prevent this in the future. Keep in mind, while we cannot guarantee this will not happen again, we are taking every course of action possible to prevent it.
01/11/17 Platform 2016.2.0 FYI 01/11/17 N/A IRS Security Summit Alert: New Two-Stage E-mail Scheme Targets Tax Professionals

Per IR-2017-03, Jan. 11, 2017, the Internal Revenue Service, state tax agencies and tax industry leaders today warned tax professionals to be alert to an email scam from cybercriminals posing as clients soliciting their services.

11/29/16 Project Management 2015.2.1 FYI 11/29/16 N/A Updating project solution to UltraTax 2016

It is not possible for project solutions in Practice CS to link to UltraTax CS 2016 until you have updated to Practice CS 2016*. Once updated, the project solution may or may not update automatically depending on when you generated your 2016 tax year projects.

If you wait to generate projects until after updating to Practice CS 2016, the project solution will automatically link to UltraTax CS 2016 upon generation.

If, however, you generate 2016 tax year projects before updating to Practice CS 2016, the projects will generate with UltraTax 2015 as the project solution. Updating to Practice CS 2016 will not change the solution on projects already generated. This means that you will need to edit the generated projects one by one and change the solution to UltraTax 2016, or use the steps below to update multiple projects.

  1. Choose Actions > Manage Projects.
  2. Filter and sort your list of projects as best you can to get all the projects that need updating together. You may need to filter and sort multiple ways and repeat this process.
  3. Select the projects that need to be edited by using SHIFT or CTRL to highlight multiple projects.
  4. Right-click the highlighted area and choose Edit Selected Projects.
  5. Choose Change Project information and click Next.
  6. Choose Solution as the field you would like to update and choose UltraTax CS 2016 as the solution.
  7. If desired, enter a Completion Event and an Extension Event.
  8. Click Finish and confirm the change by clicking Yes.

*Practice CS v.2016.x will be available on Virtual Office / SaaS on December 4, 2016.  For local and network firms, Practice CS 2016.x will be available for download on December 19, 2016. Typically, this is not an issue because the yearly release of Practice CS is available before UltraTax CS.

10/31/2016 Dashboards 2015.2.1 Fixed 11/3/2016 Resolved

HTTP Status 404 error when accessing the Practice CS Library portlet

There have been reports of users receiving an "HTTP Status 404" error when attempting to access the Practice CS Library portlet in either the Home or Staff dashboards. This portlet includes access to custom format / formula downloads, the Practice CS Ideas Community, and more. The appropriate parties have been made aware and are working to resolve the issue.

As a workaround, you can get to the Practice CS Library outside of the program by going to in your web browser. From this page, you can download a format with the following steps:

  1. Go to the Custom Format tab
  2. Click on the green arrow icon under the Export column for the report you would like.
  3. In the dialog box for the download, specify you'd like to "Save As."
  4. Remove .zip from the file name to make it a .cfx file instead, and specify a location you'd like to store the file.
  5. Once downloaded, within Practice CS, from the File menu, choose Import > Custom Formats, browse to the location of the .cfx file, select the file and then click Import Selected.
  6. The format will then be available to access and use within the application.
09/20/16 Credit Card Processing 2015.2.1 Fixed 09/22/16 2015.2.1 Credit card processing errors

Firms had reported multiple errors when attempting to process credit card transactions through CS Payment in Practice CS. A server side update was released on 9/22/16 that resolved this issue. Credit card transactions should now process through as usual.

09/07/16 Integration N/A Notice 09/07/16 TBD InterceptEFT litigation

InterceptEFT is currently facing litigation from the Consumer Financial Protection Bureau. See the InterceptEFT and the Consumer Financial Protection Bureau topic for more information.

12/17/15 Manage Clients 2015.2.1 Verified 12/17/15 N/A Receiving Error message under Manage Clients
When going to Actions | Manage Clients | Contacts Tab, Practice CS is throwing a “There is a Problem Accessing the SQL Server” error when selecting “Exact” as the search criteria in the drop-down menu. Currently there is no workaround for this error.
10/09/15 Custom Formats 2014.2.5 Verified 10/09/15 N/A Error when clicking on the Font drop-down in Custom Formats
When working in the Custom Formats section of Practice CS, you may receive a "System.OutOfMemoryException" error when scrolling through the different options in the Font drop-down. This occurs specifically when the fonts "MingLiU" and/or "MingLiU_HKSCS" are visible within the list of fonts. Practice CS Development is aware and working on a fix for this issue.
As a workaround, if you wish to get to a font alphabetically after the two mentioned, type "N" (or any letter after M) in the font drop-down field to skip past them and avoid the error.

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