1040-US: Accessing the education expense optimization utility

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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.


How do I access the Education Expense Optimization utility?


You can access the Education Expense Optimization utility from the Utilities menu. However, the menu option will not be available in the following cases.

Related topic: Education expense optimization FAQs (1040)

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