Multi-factor authentication FAQs - common questions for setup and use

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The following contains answers to some of the common questions about multi-factor authentication (MFA), such as what to do if you cannot access your mobile device, your device lacks connectivity.

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What is MFA and who is MFA required for?
  • Multi-factor authentication,  provided through the Thomson Reuters Authenticator mobile app  is an additional layer of identity verification during the sign in process. 
  • Once enabled, MFA is part of the sign in process for your account. You are prompted to verify your sign-in attempts any time you log in with that account's user name and password.
  • Effective May 3rd, the 2017 version of UltraTax requires MFA to transmit electronic files from CS Connect.
  • While multi-factor authentication is not a requirement for other applications or features at this time, we strongly recommend its use.

Multi-factor authentication overview

Why multi-factor authentication matters

MFA requirement for 2017 UltraTax CS

How do I set up MFA for my account?
  • Follow the appropriate instructions on the right to set up MFA for your CS Professional Suite accounts.
  • To transmit electronic files in UltraTax CS, you must set up MFA for the account you use to sign in to UltraTax CS with. If you are unsure which account this is, see Enable MFA to access software features.
  • If you have more than one CS Professional Suite account, you can pair each of your accounts to the same device.
  • To use the Authenticator app with more than one of your accounts, complete the appropriate steps for each  account you wish to pair with your mobile device. 
  • To use MFA with your NetStaff CS account and your Thomson Reuters ID, you must set up each account separately.
  • An account can only be paired with one device at a time. See How do I switch to a new mobile device? below for information on removing an old device and adding a new device.

Thomson Reuters IDs

NetStaff CS accounts

NetClient CS portals

Troubleshooting assistance

Where do I find the QR code?
  • As part of the MFA setup process, you must scan a QR code to successfully pair your device and account.
  • The QR code will appear on your computer screen as you work through the setup wizard.
  • Follow the appropriate instructions on the right to access the set up wizard and enable MFA for your CS Professional Suite accounts.

Thomson Reuters IDs

NetStaff CS accounts

NetClient CS portals

What are the device requirements for the Authenticator app?

Talking to a user with concerns about personal device use? Remember, we cannot tell firms if they must require their staff to use a personal device for the Authenticator mobile app. A separate mobile device is part of the system requirements, but it is up to our firms to decide how to mange that requirement.

For more messaging you can use, see Internal: New MFA requirement positioning.

System and device requirements

Troubleshooting assistance

How do I log in if my device is not connected to the internet?
  • If your mobile device lacks an internet connection, you can use the Authenticator app to get a six-digit code you can sign in with.
  • Codes available through the Authenticator app are valid for 30 seconds. A new code is automatically generated every 30 seconds.
  • You will need to retrieve a new code from the Authenticator app each time you are prompted to verify your identify.

Using the Authenticator app to sign in

What if I leave my device at home, or do not have access to it?
  • If you, or your staff cannot access your paired mobile device, you cannot use the Authenticator app to approve sign in requests.
  • An administrator at your firm can generate a temporary numerical code that will allow you to login. As a firm administrator, follow the appropriate instructions found on the right to generate for the inaccessible account type.
  • Temporary numerical codes expire 24 hours after your administrator generates them. Once you regain access to your device, you can stop using the temporary code. However, if you disable MFA during that 24-hour interval after generating a code, you'll need to use the temporary code until the code expires.
  • As your firm's administrator, if another administrator is not available contact our Support team to have a code generated.

Thomson Reuters ID login - generating a numerical code for temporary

NetStaff CS or NetClient CS login - generating a numerical code for temporary

What if I need a temporary code and my firm admin is not available?
  • When possible we recommend designating an alternate administrator, who can generate temporary codes for staff when your primary administrator is unable to do so.
  • Our support team is able to generate temporary numerical codes only for CS Web administrators or your firm's primary NetFirm CS administrator.

Adding admin permissions for Thomson Reuters IDs

Giving administrative permissions to NetStaff CS users

How do I switch to a new mobile device?
  • If possible, before getting a new mobile device you, your staff, or clients should first disconnect your currently paired device from your account.
  • If your old device is no longer accessible, contact your firm administrator to receive a temporary numerical code to access your account and pair your new device.
  • Pair your new device with your account.

Thomson Reuters ID - disconnect your paired mobile device

NetStaff CS - switching your mobile device

NetClient CS - switching your mobile device

Can I disable MFA if I no longer want to use it?
  • You can disable MFA from your account if it is not required by your firm administrator and you will not transmit e-files in UltraTax CS.
  • For each account you no longer wish to use multi-factor authentication with, complete the appropriate steps.
  • If you disable multi-factor authentication and it is required for your firm, you will not be able to access your CS Professional Suite applications.
  • Contact your firm administrator to learn about multi-factor authentication requirements specific to your firm.

Thomson Reuters IDs - disabling multi-factor authentication

NetStaff CS accounts - disabling multi-factor authentication

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