Printing the Notes to Preparer after importing the client's Business Organizer

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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 don't the Notes to Preparer print once the data has been retrieved and accepted?

Answer

The Notes to Preparer contain any additional information that was entered by the client. After accepting the information, you may print the Notes to Preparer while in Screen OrgNotes by clicking the Print Current Page Print Current Page button button in the toolbar or pressing CTRL+1.

Related topic: Business Organizer frequently asked questions

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