Printing blank forms and input screens (no client data)

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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. From the Utilities menu, choose Blank Forms/Input Screens.
  2. Specify the appropriate printer or document storage application (such as FileCabinet CS), if licensed.
  3. Select the desired application from the Product field.
  4. Click the Forms or Input screens option.
  5. By default, UltraTax CS prints all of the forms or input screens for the selected application. To print only certain forms or input screens, click the Options button, select the desired items, and click OK.
  6. In the Copies field, specify the number of copies to print.
  7. Click the Print button.

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