Entering Business Organizer data

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

After receiving the completed organizer questionnaire, supporting documentation, and Excel file (if using the Email or Web Business Organizer features), you can enter the data into the input screens and application data entry windows.

Note: When you retrieve a completed Web Business Organizer, no information is imported into the input screens. UltraTax CS imports any notes provided and the results of the questionnaire into Screen OrgNotes and Screen OrgQues in the Organizer folder. These screens are informational only and do not have any effect on the tax return.

Related topic: UltraTax CS Business Organizer overview

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