Organizer topical index

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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.

The topical index in the Classic Client Organizer package lists specific organizer topics and the page numbers where the information needs to be entered. The purpose of the index is to make it as easy as possible for your clients to determine where to enter specific information. You cannot modify this index.

In the Email Client Organizer and the Web Client Organizer, only those items that are included in the electronic organizer package appear in the topical index or web organizer index. When your client clicks the organizer form name in the index, the corresponding organizer form opens. The paper index prints all items whether or not the form is included in the organizer package.

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