Attaching electronic notes and text

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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.

To help you review the client's return, UltraTax CS enables you to attach client or field notes that highlight issues on the return, to print additional text on a form, and to use tick marks to indicate the status of items reviewed on the return.

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