Setting options for all 709 clients

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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.

  1. Choose Setup > 709 Gift Tax.

    Note: Depending on the security configuration, it may be necessary to enter the master password and click OK before continuing.

  2. In the Document format group box, select the appropriate transmittal letter and filing instruction options. The options selected apply to all new and existing UltraTax/709 clients until you change them.
  3. Click the Other Return Options button in the Additional information group box and select the appropriate setup options. The options you select in this dialog apply to all new and existing UltraTax/709 clients until you change the setup options.
  4. Click OK to accept the settings and close the dialog, or click Cancel to close the dialog without saving the changes to the option settings.
  5. Click OK to close the 709 Product Information dialog.

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