Entering organizer due dates

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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.

UltraTax/1040 Client Organizer enables you to enter organizer due dates on a client-by-client basis or for all clients at once. 

Note: If an organizer due date is entered in both Screen Contact and in the Setup > 1040 Individual > Organizer tab, UltraTax CS will use the due date entered on Screen Contact and not the global due date.

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