Organizer topical index

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.

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.

Related topics

Share This