Interim Closing Annualization menu (1065)

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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 menu bars at the top of the Interim Closing Annualization window provide drop-down menus with commands to perform various annualization data-entry tasks.

Menu Function
Annualization Turn on and off the Display All Items option, expand and collapse the input screen folders, open Partner Data Entry, print reports, or exit the Interim Closing Annualization window and return to the current input screen or form or Partner Data Entry.
Edit Perform tasks related to annualization data entry: cut, copy, and paste cell information; apply a percentage of the total to a specific ownership period; delete all information; add, edit, or delete a note; open the Find dialog to search for an item by text; and use the provided calculator.
Options Turn on and off the Display Zeros option.
Help Open the Help & How-To Center to find answers to your UltraTax CS questions, and view current license information.

Note: See Menus and toolbars in UltraTax CS for details about other menus and toolbars in UltraTax CS.

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