Determining Business Organizer content

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.

Before you print Business Organizers for your clients, take a moment to review the default contents of the organizer and decide if you want to modify the package.

Default organizer package

By default, each Business Organizer package includes the following items. Click an item for more information.

Mailing Slipsheets (not included in Email or Web Business Organizers)

Cover Letter


Entity-specific Excel spreadsheet file

Note: The entity-specific Excel spreadsheet file is not included for Business Organizers printed on paper.

Related topics

Share This