CS Connect Background Services

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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 use CS Connect Background Services to keep UltraTax CS updated and to download electronic filing acknowledgements. In addition, you can determine who has access to CS Connect Background Services.

To change CS Connect Background Services options, choose Setup > System Configuration, and then click the CS Connect tab.

Note: The options you set for CS Connect Background Services affect FileCabinet CS, Fixed Assets CS, and UltraTax CS.

Updates

By default, the Enable CS Connect Background Services checkbox is marked to Apply updates automatically as each user's processing permits (recommended). However, you can choose to apply updates at a specified time.

Notes

  • Updates will apply so long as you are not actively working in the product that needs to be updated. For example, if you are processing a 1040 Alabama return, then any 1040 Alabama updates will not apply until you close that return.
  • To retrieve and update licenses from our secure data centers via CS Connect, you must set the Retrieve licenses switch to Yes and then click the Connect button.
  • When CS Connect Background Services is enabled, it will automatically check the Electronic Filing Status dialog for any clients with a status of "Return transmitted to CS" that is greater than 48 hours old and request the automatic rehang of those clients' acknowledgements. 

Electronic filing acknowledgements

You can mark the Download electronic filing acknowledgements checkbox in the CS Connect tab if you want electronic filing acknowledgements to download automatically.

Access to CS Connect Background Services

By default, all computers on the network are allowed to run background services. To limit this option to only the computer you are using, choose Setup > System Configuration, and then click the CS Connect tab and select the Only this computer option.

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