Printing blank shareholder information windows

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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 to open the desired S Corporation client.
  2. Choose View > Shareholder Information.
  3. In the Shareholder Information window, choose Shareholder > Print Reports.
  4. In the Print Reports dialog, click the Shareholder information report option, and then mark the Print blank report checkbox.
  5. Click the Print button.

Note: To print a blank state-specific report, mark the Print blank report and Include state information checkboxes.

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