Where do I enter asset data?

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

See also: Customizing asset data entry and calculation options

With UltraTax CS, you have two options for entering your clients' asset data. Before you begin processing returns, you should decide which method you want to use. We strongly recommend you use the same method for all clients.

To change how you want to enter asset information for an open client, choose File > Client Properties, click the Advanced Properties button, click the Enter Asset Detail tab, and clear or mark the Enter asset detail information checkbox.

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