Organizer data is not transferred into new returns created by Filing Status Optimization utility

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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.

The Filing Status Optimization Utility does not split Organizer data when creating the new, separate tax returns. Therefore, Organizer data entry is not available in the newly created clients. To work around this, you can make a copy of the Married Filing Joint return by choosing File > Save As and renaming the client, and then removing spouse information from the return manually.

Note: If any of the married filing separate clients are proforma'd into next year's version of UltraTax CS, the organizer data entry will be available.

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