Preparing paper organizers for scanning into FileCabinet CS

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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 plan to scan your paper organizers into FileCabinet CS, we recommend that you disable the page shading prior to printing your clients' organizers. To do so, complete the following steps.

  1. In UltraTax CS, choose Setup > Office Configuration > Print Options. (Depending on your UltraTax CS configuration, the Print Options tab may be located under Setup > User Preferences.)
  2. Click Page Layout and Shading.
  3. Click the Organizer tab and adjust the shading to None.

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