2017 ULTRATAX CS- Alerts and notices
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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.
What are the UltraTax CS default settings for client documents in the case of a deceased spouse?
| Client document | Presentation |
|---|---|
| Invoice | Name of the surviving spouse |
| Transmittal Letter | Name of the surviving spouse |
| Transmittal Letter salutation | Name of the surviving spouse |
| Filing instruction | Name of the taxpayer(s) as reported on the return |
| Estimate filing instruction | Name of the surviving spouse |
| Amended filing instruction | Name of the taxpayer(s) as reported on the return |
| Client slipsheet | Name of the surviving spouse |
| Tax authority slipsheet | Name of the surviving spouse |