Changing the location of electronic files for third-party application vendors

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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 accepted the defaults when you installed third-party applications, the drive and path on which the third-party application looks for electronic filing data is C:\. This drive and path is displayed in the File Types and Locations list in the File Locations tab.

If you need to modify the data drive and/or path, follow these steps.

  1. Choose Setup > User Preferences to open the User Preferences dialog.
  2. Click the File Locations tab.
  3. In the File Locations tab, click the Other option.
  4. Highlight ELF: 3rd party data in the list, and click the Modify Location button.
  5. In the Modify Location dialog, navigate to the appropriate drive and path, and then click OK.
  6. Click OK to close the User Preferences dialog.

Note: When you use a third-party application vendor to transmit electronic returns, the Electronic Filing Status dialog is not enabled in UltraTax CS. You should direct all questions regarding rejections, acknowledgments, or electronic filing errors to the third-party software vendor's technical support department.

Related topic: UltraTax CS electronic filing overview

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