Assigning the client document language type to a group of clients

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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.

You can assign the client document language to a group of clients using the Reassign Clients dialog.

  1. Choose Utilities > Reassign Clients to open the Reassign Clients dialog.
  2. In the Clients available pane on the left, click the client(s) you want to assign a client document language to.

    Note: To select multiple clients, hold SHIFT or CTRL and click the desired client IDs in the list.

  3. Click the Select button to move the highlighted client(s) to the Clients selected pane on the right.
  4. Select Client document language from the Category field.
  5. Choose either English or Spanish from the Language field.
  6. Click the Reassign button to assign the specified client document language to the selected clients.

Related topics

Inserting language indicators into client documents

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