Setting options for new 706 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.

Use this procedure to specify setup options for all 706 clients subsequently added to UltraTax CS.

  1. Choose Setup > 706 Estate Tax.

    Note: Depending on the security configuration, you may be prompted to enter the master password. Click OK to continue.

  2. Click the Federal tab.
  3. Click the New Client Options button in the Additional information group box to open the New Client Options dialog.

    Notes

    • The options you choose in this dialog apply to all 706 clients subsequently added to UltraTax CS. Changing the options in the New Client Options dialog does not affect existing 706 clients. You must open each client and edit the data accordingly if you do not want UltraTax CS to apply a particular option.
    • For a brief description of the options available in this dialog, see Product Information dialog.
  4. Select the desired option.
  5. Click OK to accept the settings and close the dialog, or click Cancel to close the dialog without saving the changes to the option settings.
  6. Click OK to close the 706 Product Information dialog.

Related topic: Product Information dialog

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