Dependents missing from client's organizer

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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.

If the Lite Client Organizer is selected (via Setup > 1040 Individual > Organizer tab > Modify button) and the Force Lite pages even when client does not meet Lite criteria checkbox is marked on that Options dialog, only four dependents will print on the client's organizer.

If a client has more than four dependents and you would still like to use the Lite Organizer, choose Setup > 1040 Individual > Organizer tab, click the Modify button, and select the Lite Client Organizer plus other pages in classic format option. 

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