Reviewing the data transferred via the Family Transfer Utility (1040)

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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.

Question

How do I know if a client received data via the Family Transfer Utility and can I tell what type of data was transferred?

Answer

The following areas in UltraTax CS will help you keep track of the data that was transferred via the Family Transfer Utility.

Related topic: Family Transfer Utility FAQs

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