Including estimates with a balance due in the filing instructions (1120)

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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.

To include only estimates with a balance due in the filing instructions, complete the following steps.

  1. Choose Setup > 1120 Corporation.
  2. In the Federal tab, click the Other Return Options button and click the Client Documents tab.
  3. In the Client Documents tab, mark the Include only balance due estimate amounts in the filing instructions checkbox.
  4. Click OK to save the change.
  5. Click Ok to close the dialog.

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