Proforma organizer data, documents, data entry displays, and print collations

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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.

The first step in preparing organizer packages using Client Organizer is to proforma the following items from the prior-year version of UltraTax/1040.

To schedule client appointments via the client status system for use with Client Organizer processing, UltraTax CS has a two-way transfer of appointment information entered in Screen Contact (both tax and organizer data entry) with the status system. Once you set the "Appointment Event" in the Office Configuration > Status tab, next year's appointment information entered in the prior-year version of UltraTax/1040 will automatically populate the client status system during the proforma process.


  • Email addresses proforma from the prior-year's application. The email addresses can be viewed in the Client Communications dialog. To open this dialog, choose Setup > Client Communications.
  • You must enter email addresses for those clients whose email addresses did not proforma from the prior year.

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