Proforma organizer engagement letter

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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.

Complete the following steps to proforma a customized engagement letter from the prior-year version of of UltraTax CS

  1. Choose Utilities > Proforma to open the Proforma dialog.
  2. Select Documents from the drop-down list in the upper-left corner, and then select 1040 - Org Cover Letter in the left pane. Note that this option includes both the Cover Letter and the Engagement Letter.
  3. Click the Proforma button.

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