UltraTax/1065 WalkThrough guide

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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.

The UltraTax/1065 WalkThrough provides step-by-step instructions that walk you through UltraTax CS and help you learn the basics of UltraTax/1065. The walkthrough can be used like a tutorial to quickly familiarize yourself with UltraTax CS as well as to help train new staff members.

Note: This walkthrough, released for the 2016 version of UltraTax/1065, includes content that may differ from the 2017 version, although the general concepts are accurate. If you want to follow the exercises, use the 2016 version of UltraTax/1065 until April 2018 when we release the updated version of this walkthrough.

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