Setting options for new 990 clients

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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.

Follow this procedure to specify setup options for all 990 clients subsequently added to UltraTax CS. Options set in this dialog are also applied the first time you open a return in which data was converted from another tax application.

  1. Choose Setup > 990 Exempt Organizations.

    Note: Depending on the security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the Federal tab.
  3. Click the New Client Options button to open the New Client Options dialog.

    Notes

    • Until you change them again, the options you choose in this dialog apply to all 990 clients subsequently added to UltraTax CS. Clearing any option in the New Client Options dialog does not affect existing 990 clients. You must open each individual client and edit accordingly if you do not want a particular option to be used.
    • For a brief description of the options available in this dialog, press F1 to view the dialog overview.
  4. Specify the desired options.
  5. Click OK to accept the settings and close the dialog, or click Cancel to close the dialog without saving the changes to the option settings.
  6. Click OK to close the 990 Product Information dialog.

Related topic: Product-specific options overview

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