Preventing next year's client organizer from printing for certain clients

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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 do not want an organizer to print for a specific client next year, choose None for the organizer delivery method in the Client Communications dialog. If you decide later that you want to print a client organizer for that client, choose the desired option in the Organizer Delivery column in the Client Communications dialog. This client is now available to print next year.

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