Entering advanced client properties

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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.

You can enter advanced properties in the New Client dialog when you add the client, or you can enter or update them at any time using the Client Properties dialog.

By default, the Advanced Properties has two tabs: the Restrict Access tab and the Enter Asset Detail tab.

Note: Based on the type of return, more tabs may display. For example, consolidated returns have a Group tab and an Options tab.

For more information, see Modify the client's participation in Data Sharing functionality and Deny access to this client's data by Data Mining, Practice CS, or FileCabinet CS, Entering client passwords, and Choosing between detailed and summary asset data entry.

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