Client's organizer prints at the end of the tax return

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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 you are licensed for FileCabinet CS, have marked the Paper checkbox in the Include Source documents in client copy of tax return group box on the Setup > Office Configuration > FileCabinet CS tab, and the organizer was previously printed to the same folder as the Source Documents in FileCabinet CS, the organizer may print at the end of the tax return. 

To resolve this issue, complete the following steps.

  1. Clear the Paper checkbox on the Setup > Office Configuration > FileCabinet CS tab in UltraTax CS.
  2. Move the Organizer into a different folder in FileCabinet CS than the Source Documents.

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