Setting options for Web 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 transmit e-files from CS Connect. Find out more.

To prevent clients from submitting Web Business Organizers more than once and to include the cover letter text in the web email greeting, complete the following steps.

  1. Choose Setup > [Entity].
  2. Click the Organizer tab.

    Note: Depending on your security configuration, you might be prompted to enter the master password to access the federal setup tabs.

  3. Mark the appropriate checkboxes for the options you want to enable for all Web Business Organizers in the Web Organizer options group box.
  4. Click OK to close the Organizer tab.

Related topic: Web Business Organizer overview

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