Entering and editing property descriptions (706)

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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.

  1. Choose File > Open Client to open the desired client.
  2. Click the Asset folder, then click the appropriate asset unit.
  3. Place the cursor in the Description field and press E (or click the Statement dialog button) to open the statement dialog.
  4. Enter or edit the property description as desired.
  5. Click Done to save the changes and close the statement dialog.

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