2017 ULTRATAX CS- Alerts and notices
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Internal Employees
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.
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 |