Setting options for web organizers

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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.

To include a web questionnaire with your clients' web organizers, to prevent clients from adding forms to organizers, or to prevent clients from submitting web organizers more than once, complete the following steps.

  1. Choose Setup > 1040 Individual and click the Organizer tab.

    Note: Depending on your security configuration, you might be prompted to enter the master password to access the federal setup tabs.

  2. Click the Options button in the NetClient group box.
  3. In the NetClient Organizer Options dialog, mark the appropriate checkboxes for the options you want to enable for all web client organizers.
  4. Click OK to close the NetClient Organizer Options dialog.

Note: If you marked the Include Web Questionnaire checkbox, and have created one or more customized questionnaires, you can select the questionnaire to include with a web organizer on a client-by-client basis. To do so, open the organizer Screen Letter in the General folder and choose the desired questionnaire from the Select the client web organizer questionnaire version for this client drop-down list.

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