Mass Transfer > Add Mass Transfer dialog

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use this dialog to enter the description and date of the mass transfer.

To open this dialog, click the Add button in the Mass Transfer dialog.

Special information

Transferring multiple assets simultaneously

Transferring one asset or a portion of an asset


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