Client's Business Organizer is not available to deliver

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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.

Question

Why can't I deliver my client's Business Organizer?

Answer

The None option may be selected for the organizer delivery method in the Client Communications dialog. Complete these steps to print the client's Business Organizer.

  1. Choose Setup > Client Communications.
  2. Select the desired delivery method from the drop-down list in the Organizer Delivery column.
  3. Click OK.
  4. Choose File > Print Organizers.
  5. Click the Clients button and select the desired client (if the client is not already open).
  6. Click OK to close the Select Clients to Print dialog.
  7. Click the Print button to print the organizer.

Note: Depending on the delivery method you selected, the Print button may change to an Email button or Assemble button.

Related topic: Business Organizer frequently asked questions

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