Setting up CS Connect for use with a direct (LAN) connection

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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.

  1. Connect to the internet using your existing LAN connection. If your connection is provided by an internet service provider (ISP), launch that connection.
  2. Minimize your internet browser.
  3. Start UltraTax CS.
  4. Choose Utilities > CS Connect, and then click the Communications Setup button.
  5. In the CS Connect - Communications Setup dialog, click the Direct (LAN) Connection to Internet option.

    Note: Mark the Internet connection is always online checkbox if your computer is always connected to the internet.

  6. Click OK.
  7. Select the appropriate options in the CS Connect dialog, and click the Connect button.

Related topic: Setting CS Connect communication options

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