Marking a client as located in the GO Zone

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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.

To mark a client as being located in the GO Zone, perform the following steps.

  1. In the Asset List window, choose Setup > Options.
  2. In the Calculation tab, mark the Located in the GO Zone checkbox.

    Note: This checkbox is available only if the current client's processing period is between 8/28/05 and 12/31/11.

  3. Click OK to save your changes and return to the Calculations tab.

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