Configuring UltraTax CS for 1040 electronic returns overview

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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.

This diagram provides an overview of the procedures for configuring options that apply to all federal and (if applicable) state 1040 electronic returns and user preferences, including Electronic Filing Identification Numbers (EFINs), alternate Electronic Return Originator (ERO) information, Practitioner or Self-Select Personal Identification Numbers (PINs), and Refund Advantage bank products (if applicable).

Click to view details Click a shape in the flowchart below for detailed information.

Configure 1040 e-filing flowchart

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