Customizing invoice prices for the open client

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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.

UltraTax CS enables you to set per-form and/or per-item fees for each product. Once you set the desired invoice prices, these charges are used to calculate the invoices for all clients whose returns are processed with this product.

If you do not want to enter office-wide per-item charges, or if you want to override the charges for a particular client, use either of the following methods to customize the invoice amounts for the open client.

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