Where do I enter asset data?

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

See also: Customizing asset data entry and calculation options

With UltraTax CS, you have two options for entering your clients' asset data. Before you begin processing returns, you should decide which method you want to use. We strongly recommend you use the same method for all clients.

To change how you want to enter asset information for an open client, choose File > Client Properties, click the Advanced Properties button, click the Enter Asset Detail tab, and clear or mark the Enter asset detail information checkbox.

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