Setting options for new and existing clients

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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.

You can configure entity-specific setup options to apply specific settings to all clients or to all new clients when they are added to UltraTax CS.

Setting options for new clients

You can set specific options that will apply to new clients of a given entity type (such as 1040 Individual) subsequently added to UltraTax CS. The options you set will also be applied to clients whose data was converted from another tax application. For information on setting options for new clients, click the appropriate link below.

Setting options for all clients

You can set specific options that will apply to all clients (existing and new clients) of a certain entity type. The options you select apply to all new and existing clients until you change the setup options again. For information on setting options for all clients, click the appropriate link below.

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