Alternate Electronic Return Originator (ERO) and paid preparer presentations (1065)

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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.

The following table provides information about the data entry required to use alternative presentations of Electronic Return Originator (ERO) and preparer information on versions of Form 8453 for 1065, 1041, and 1120 returns.

ERO Preparer Single or multiple ERO/EFIN UltraTax CS data entry Presentation on Form 8453-PE or 8453-B
Same as license Same as license Single Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. UltraTax CS defaults to this behavior. ERO section with license information only, no entry in the Paid Preparer section
Different from license Same as license Single Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. ERO section with Alternate ERO information, license information in the Paid Preparer section
Same as license Different from license Single Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties. ERO section with license information, other preparer information in the Paid Preparer section
Different from license Different from license Single Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client Properties. ERO section with Alternate ERO information, other preparer information in the Paid Preparer section
Same as license None Single Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button. Select Personal Preparer Block in the Preparer block drop-down list in File > Client Properties. ERO section with license information, Check if also paid preparer field blank, no entry in the Paid Preparer section
Different from license None Single Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Select Personal Preparer Block in the Preparer block drop-down list in File > Client Properties. ERO section with Alternate ERO information, Check if also paid preparer field blank, no entry in the Paid Preparer section
Same as license Same as license Multiple Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. UltraTax CS defaults to this behavior. ERO section with license information only, no entry in the Paid Preparer section
Different from license Same as license Multiple Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. ERO section with Alternate ERO information, license information in the Paid Preparer section
Same as license Different from license Multiple Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties. ERO section with license information, other preparer information in the Paid Preparer section
Different from license Different from license Multiple Click the Use the alternate information option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties. ERO section with Alternate ERO information, other preparer information in the Paid Preparer section
Same as license None Multiple Click the Use the Preparer Block option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select Personal Preparer Block in the Preparer block drop-down list in File > Client Properties. ERO section with license information, Check if also paid preparer field blank, no entry in the Paid Preparer section
Different from license None Multiple Click the Use the alternate information option in Setup > Office Configuration > E-Filing tab > ERO button for each office that you want to use for this behavior. Select a personal preparer in the Preparer block drop-down list in File > Client Properties. ERO section with Alternate ERO information, Check if also paid preparer field blank, no entry in the Paid Preparer section

Related topic: Configuring UltraTax CS for 1065 electronic returns

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