Printing forms and statements overview

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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.

UltraTax CS enables you to print forms and statements. What follows is a suggested method for printing these items.

  1. By default, UltraTax CS prints the forms and schedules as determined in the Return Collation dialog. Proforma the print collation from last year, if applicable. Whether or not you proforma, verify or edit your print collation.
  2. Decide if you want to print statements based on corresponding tax form.
  3. Decide if you want to print statements continuously in one batch.
  4. Adjust shaded areas on printed forms, if desired.
  5. Print the returns.
  6. Store documents in FileCabinet CS, File Drawer, or GoFileRoom.

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Printing overview

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