Product Information dialog

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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.

Use this dialog to set up interest rates and enter product-specific information for each federal and state application that you have installed. From this dialog, you can also open other windows and dialogs in which you can modify default client documents, set invoice prices, modify the default print conditions for input screens and returns, modify client complexity values, and enter more product-specific information.

To open this dialog, choose Setup > [Entity]. For example, to set up the defaults for the UltraTax/1040 federal application, choose Setup > 1040 Individual. If the name of a federal entity is disabled on the Setup menu, it is because you do not have it installed.

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open any Product Information dialog.

Federal and Organizer tabs

State tabs

If you installed one or more state applications for the entity type, state tabs appear in this dialog. 

Related topics

Application-specific options overview

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