Suppressing the 1040 client organizer for a single client or a batch of 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 access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

To suppress the 1040 client organizer, choose Setup > Client Communications, and select None in the Organizer Delivery column for the desired clients.

To suppress the 1040 organizer for a group of clients simultaneously, complete the following steps.

  1. Choose Utilities > Reassign Clients.
  2. In the Reassign Clients dialog, ensure that the Focus client listing (located in the bottom left) shows All Delivery Methods (as highlighted below.)
  3. Select the desired clients from the list, using either Select or Select All.
  4. After you have selected the clients, select Organizer delivery from the Category fieldview.
  5. Next, select None from the Organizer fieldview.
  6. Click Reassign.

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