Changing the partnership's name and address for mailing slipsheets (1065)

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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.

Business Organizer automatically generates the client and preparer slipsheets using the partnership’s name and address (as entered in Screen 1065). To change the partnership’s name and address for both slipsheets in the organizer and the tax return, complete the following steps.

  1. Choose File > Open Client, select the client, and click Open.
  2. In the folders block on the left side of the screen, click the General folder.
  3. Click the tab for Screen Letter.
  4. At the top of Screen Letter, click the Misc / Slip button to move to the Miscellaneous Variables and Mailing Slipsheet section.
  5. Enter the mailing slipsheet information in the slipsheet name and address fields.

Note: By default, information entered in the slipsheet name and address fields on Screen Letter will proforma to the following year. To prevent the information from being proforma'd to the following year, enter X in the Delete on next year's proforma field.

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