Creating a Public Inspection Copy PDF (990)

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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.

  1. Choose Setup > Office Configuration.
  2. Click the Print Options tab.
  3. Click the PDF File Options button.
  4. On the Options tab, mark the Print 990 Government copy to a PDF file for public inspection checkbox.

    Notes

    • UltraTax/990 creates the PDF when you print the Government copy or when you create an electronic file.
    • The PDF is password protected. To select the password options, choose Setup > Client Communications and click the Password button in the PDF Delivery Password Options field.
  5. To select a specific data location for the PDF, choose Setup > User Preferences and on the File Locations tab, modify the PDF output location for the current year.

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