Suppressing all state and local electronic files for a specific entity

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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.

If you entered data in the File this return electronically or File extension electronically field in federal Screen ELF to indicate that the federal return or extension is filed electronically, UltraTax CS automatically creates electronic files for applicable state returns attached to the client. To have UltraTax CS globally suppress the creation of all state and local electronic files for a given entity, follow these steps.

  1. From the Setup menu, choose the appropriate entity type (for example, 1040 Individual).
  2. Click the Federal tab in the Product Information dialog.
  3. Click the New Client Options button.
  4. In the Other group box, mark the Suppress state electronic file when filing federal return/extension electronically (Screen ELF) checkbox.
    Note: For some entities, you need to click the Other tab in the New Client Options dialog to mark the above checkbox.
  5. Click OK to close the New Client Options dialog.
  6. Click OK to close the Product Information dialog.

Notes

Related topic: Configuring UltraTax CS for electronic returns overview

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