Printing "This tax return prepared by a non-paid preparer" in the preparer block

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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.

To print "This tax return prepared by a non-paid preparer" in the preparer block section of a return:

  1. Open the client on whose return you want to print "This tax return prepared by a non-paid preparer."
  2. Select File > Client Properties to open the Client Properties dialog.
  3. From the Preparer block field, select (Personal Preparer Block) and then click OK.
  4. Print the return as usual.

Note: Returns prepared by a personal preparer in the prior-year version of UltraTax CS will proforma with the personal preparer block selected.

Related topic: Printing tax returns

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