Entering state organizer data

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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.

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.

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