Adding client IDs to organizer pages

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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 add the client ID to the pages of the printed client organizer, choose Setup > Office Configuration > Print Options and mark the Client ID checkbox in the Other than client documents row. To add the client ID to the pages of the printed organizer questionnaire, mark the Client ID checkbox in the Client documents row.

Note: These items do not appear in the print preview or PDF copies, but are added when the organizer is printed.

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