Entering state organizer data

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

You can enter state organizer information directly in the state organizer screens just as you can with federal organizer data entry.

If you want to use organizer screens before installing a 1040 state:

If you want to use organizer screens after installing a 1040 state:

For more information about printing state organizers, see Printing client organizers.

Share This