Reassigning input screens to another activity

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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.

Complete these steps to reassign (or move) an input screen from one activity or folder to another. You can only reassign multiple-unit input screens that are relevant to more than one activity or folder (for example, Screen Keogh or Screen InstPY). Completing these steps eliminates the need to reenter data that was inadvertently entered in the wrong activity or folder.

  1. Open the input screen that you want to reassign.
  2. Select Edit > Reassign Input Screen to open the Reassign Input Screen dialog.
  3. From the drop-down list for the New activity for input screen field, select the activity or folder to which you want to assign the current input screen.
  4. Click OK. UltraTax CS reassigns the current input screen and opens it in the activity to which it is now assigned.

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