UltraTax CS: Error - Cannot claim proforma screen lock

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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.

The proforma window screen lock is data location specific. It is possible to have a staff member in the Proforma dialog within each separate data location simultaneously.

As a result, when a user accesses the Proforma dialog UltraTax CS creates a screen lock within the $TAXSID folder within the active data location (e.g. if the active data location is X:\WinCSI\UTYYData, the screen lock would be created in X:\WinCSI\UTYYData\$TAXSID). The following error will generate if the program is unable to create this lock file:

"Internal error: Cannot claim proforma screen lock"

This error occurs anytime the current year data location is specified as a unwritable location (e.g. a CD-ROM drive or a folder with inadequate permissions) and an attempt is made to access the Proforma dialog by choosing Utilities > Proforma. Therefore, the problem is truly with the current year data location of UltraTax CS, not the prior year.

To resolve this issue, modify the program data locations within Setup > System Configuration > Data Locations, making sure to use a writable location which is available and open to all computers on the network using the program.

Here are some potential scenarios which may have led up to this issue:

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