Managing your license PIN

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You'll enter your firm ID and license PIN (Personal Identification Number), to download and install the appropriate licenses to your CS Professional Suite applications. By default, your license PIN is your firm's ZIP code.

If your license PIN matches your ZIP code, you must update this to a secure PIN before downloading and installing your license. This helps prevent anyone who might have knowledge of the PIN (for example, a former employee, or any unauthorized person who knows your ZIP code) from downloading your software licenses without your permission.

Your firm's designated Licensee or Delegate can review and submit changes to the license PIN. You can view your firm's designated Licensee or Delegate on the My Account page of our website. A CS web login with admin permissions assigned is required to view this information. For details about the available permissions, see CS Web account permission levels.

What is the role of my firm's Licensee or Firm Delegate?

The Thomson Reuters – Tax & Accounting Business (Thomson Reuters) uses certain roles to define the relationship between Thomson Reuters and its Clients for Software products, such as the roles of Licensee or Firm Delegate. Licensee or Firm Delegate serves as account administrator and has legal right to the Client data entered in the software. A Licensee or Firm Delegate is responsible for managing the Client relationship with Thomson Reuters, including notifying Thomson Reuters of any firm demographic or name changes, managing security requirements, and responsibility for data entered in the software.

Notes:

  • If you use Virtual Office CS, a license PIN is only required for CS Professional Suite applications you wish to install locally.
  • If you use Software as a Service (SaaS) no action is required. Per your service agreement for SaaS, CS Professional Suite applications cannot be installed locally.

Changing your license PIN

As the Licensee or Firm Delegate, review or change your current license PIN, by completing the following steps.

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Firm link in the My Firm section to open the Firm Information page. Show me.
  3. Your current license PIN appears in the License PIN field. Verify that your license PIN meets the requirements noted below. If does not meet these requirements, enter a new PIN in the License PIN field. Show me.
    Current license PIN

    Note: Your license PIN must consist of five numerical characters. Your PIN cannot be all the same number (such as 55555) or in ascending or descending sequential order (such as "12345" or "54321"). You cannot select a previously used license PIN.

  4. Click Save Changes to submit your changes. Your license PIN will update automatically. Show me.
    Save Changes

 Provide the new PIN to any staff members who will need to install licenses for your CS Professional Suite applications.

When is a license update required?

You or your staff will need to update your licenses in response to any of the following changes:

Additional information

Related Topics

Troubleshooting license PIN update errors

License download failed: firm ID and PIN do not match our records

Internal notes


Once the new PIN is saved on the website an update is sent to EMS right away and the new PIN replaces the old. This can be verified by returning to the My Account page. 

Logging calls in Flash

Any customer contacts, whether phone, chat, or email should be logged as follows:

Customer Service representatives:

  • In the Topic drop-down menu select LIC for licensing.
  • In the Product drop-down menu select the appropriate application mentioned during the call.
    • If UltraTax CS is owned and no application or multiple applications were mentioned during the call, select UT for UltraTax CS.
    • If UltraTax CS is not owned and no application or multiple applications were mentioned during the call, select any one of the applications owned.

Support representatives:

  • In the Product drop-down menu select the appropriate application mentioned during the call.
    • If UltraTax CS is owned and no application or multiple applications were mentioned during the call, select UT for UltraTax CS.
    • If UltraTax CS is not owned and no application or multiple applications were mentioned during the call, select any one of the applications owned.
  • In the Category drop-down menu select Cust Service. This should be a non-billable call.
  • In the KB Case # field enter Lic PIN.