Customizing the Business Organizer print collation for all clients

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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.

Complete these steps to set the organizer print collation for all 990, 1041, 1065, and 1120 clients.

  1. Choose Setup > [Entity].

    Note: Depending on your security configuration, you might be prompted to enter the master password. Click OK to continue.

  2. Click the Organizer tab.
  3. Click the Organizer button in the Collation group box to open the Return Collation dialog.
  4. By default, each organizer page is marked to print or to be included in the electronic organizer only if it contains data.

    Note: To prevent an organizer page from ever printing, highlight the page in the list, and then click the Never option in the Print conditions group box.

  5. If necessary, mark or clear the Include in Electronic Org checkbox to include or exclude the selected page from the electronic Business Organizer package for all clients.
  6. To include the highlighted item (such as the Engagement Letter or forms that require client signature, such as the Consent Letter) in a second PDF attachment when the Business Organizer is delivered via email, electronic file, or NetClient CS portal, mark both the Include in Electronic Org and the Action Items PDF checkboxes. Note that this attachment is only created for electronic organizers.
  7. Click OK.

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