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 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.

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