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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.

Use the state tabs in the Shareholder Information window to enter state-specific information for shareholders. The information you enter is used to complete the state return. State tabs only appear if a state has been added to the client.

To update a shareholder's state information, click that shareholder in the Shareholder spreadsheet and then click the appropriate state tab.

State tabs

For information on the fields in a specific state's tab, click the appropriate link in the list.

Alabama Arizona Arkansas California
Colorado Connecticut Delaware Georgia
Hawaii Idaho Illinois Indiana
Iowa Kansas Kentucky Louisiana
Maine Maryland Massachusetts Michigan
Michigan Cities Michigan MBT Minnesota Mississippi
Missouri Montana Nebraska New Jersey
New Mexico New York North Carolina North Dakota
Ohio Oklahoma Oregon Pennsylvania
Puerto Rico Rhode Island South Carolina Utah
Vermont Virginia West Virginia Wisconsin

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