Finding an asset

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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. Open the Asset List window for an activity.
  2. Choose Edit > Find Asset.
  3. In the Find Asset dialog, enter a portion of a word, an entire word, or a phrase that appears in the asset you are looking for.
  4. Select one of the following items from the In drop-down list to specify where in the asset you want to search.

    • Description
    • Memo 1
    • Memo 2
    • Asset Note
    • Serial #
    • Custom (select 1 through 10)
    • Insurance policy #
    • License/reg/cert #
    • Model #
    • Tag #
    • Warranty #

    Note: The following associations will appear in the drop-down list only if they are turned on for the client: Serial #, Custom (select 1 through 10), Insurance policy #, License/reg/cert #, Model #, Tag #, and Warranty #. See Setting up asset associations for details about turning on associations.

  5. Click the Find button.
  6. Fixed Assets CS highlights the first asset that contains the text string you entered. Click the Find button again to move to the next asset that contains the text string, if necessary.

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