Organizer forms printing despite absence of proforma'd data

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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 following Client Organizer forms automatically print if they were present in the client's prior-year return.

Note: To remove the page from the organizer, open the appropriate input screen and choose Edit > Delete Screen Data.

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