Deleting a custom association

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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.

To delete a custom association, complete the following steps.

  1. Open the Asset List window for an activity.
  2. In the Asset List window, choose Setup > Associations.
  3. Clear the checkbox for the custom association you want to delete from the client.

    You are prompted to confirm that you want to delete all information for this association, including the list of acceptable values and data entered in the custom association field for each asset.

  4. Click Yes to delete the custom association.

Note: You cannot delete custom associations from in the Asset Detail dialog. You must access the Setup > Associations dialog from the Asset List window to delete custom associations.

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