Copying asset data from the Tax treatment to the Book treatment

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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. In the Asset List window, choose Setup > Treatments.
  2. In the Treatments dialog, mark the Book checkbox if it is not already marked.
  3. With the Book treatment highlighted, click the Build button.
  4. In the Treatment Build dialog, click the Replace all assets with the following treatment's values option, and choose Tax from the corresponding drop-down list.
  5. Click OK to build the treatment.
  6. When the build is complete, the Treatments dialog opens. Click OK to return to the Asset List window.

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