Dependents missing from client's organizer

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

If the Lite Client Organizer is selected (via Setup > 1040 Individual > Organizer tab > Modify button) and the Force Lite pages even when client does not meet Lite criteria checkbox is marked on that Options dialog, only four dependents will print on the client's organizer.

If a client has more than four dependents and you would still like to use the Lite Organizer, choose Setup > 1040 Individual > Organizer tab, click the Modify button, and select the Lite Client Organizer plus other pages in classic format option. 

Share This