Overriding global Practitioner Personal Identification Number (PIN) option for specific 1040 electronic returns

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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.

If you have elected to use the Practitioner PIN method for all clients but would like to use the Self-Select PIN method for a particular client, you may override this setting. To do so, follow these steps.

  1. Open the client's return in UltraTax CS.
  2. Click the Electronic Filing folder in the folders block.
  3. Click the PIN tab to open Screen PIN.
  4. Enter X in the Self-Select PIN field in the Other Personal Identification Number (PIN) Options section.

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