Beneficiary Information window

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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 the Beneficiary Information window to enter beneficiary data. The beneficiaries you add appear in the Beneficiary Name list to the left of this window.

To open the Beneficiary Information window, click the Beneficiary Information Beneficiary Information button button.

Components of this window

Beneficiary Information menu

Beneficiary Information toolbar

Beneficiary Name list

Beneficiary tab

Federal tab

State tabs

Note: The Excel Export/Import utility allows you to quickly and efficiently import and export beneficiary information to and from UltraTax/1041 and a Microsoft Excel workbook.

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