Printing extension filing instructions (1041)

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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 print extension filing instructions, do the following:

  1. Open the Return Collation dialog.
  2. Enter Extension filing instructions in the Find what field, and click Find.
  3. Highlight Extension Filing Instructions in the Return items list, and review the options selected in the Print conditions group box and in the When filing electronically group box.
  4. Click the Client and Preparer tabs to review your selections for those collations.

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