Printing Business Organizers

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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.

  1. Choose File > Print Organizers to open the Print Organizers dialog.
  2. In the Print where group box, click the Printer option. If the printer selected is not correct, click the Printer button to change the printer.
  3. Click the Options button to open the Print Organizer Options dialog, then mark the checkboxes for those items you want to print. If you are printing the organizer for only one client, you can use this dialog to override the print collation set in the Return Collation dialog. Changes made to the collation via the Print Organizer Options dialog only affect the current print job.

    Note: The Excel spreadsheet will not be listed in the Options dialog. Also, the spreadsheet is not available when printing the Business Organizer on paper.

  4. In the Print Organizers dialog, click the Clients button to open the Select Clients to Print dialog, where you can select the clients for whom you want to print organizers.

    Tip: To quickly select all clients, click the Select All button.

  5. Click OK to close the Select Clients to Print dialog.

    Note: When you select more than one client to print, the delivery preference in the Print What group box is set to Per client settings. UltraTax CS will print each organizer according to the preferences specified on the Setup > Client Communications dialog. This enables you to create Business Organizers for clients with different delivery preferences simultaneously.

  6. Mark the Log event checkbox to update the client's status record when printing. Use the corresponding drop-down list to choose the event that you want to log when printing the client's Business Organizer.

    Note: The Log event field is disabled until you create custom status events using the Setup > Office Configuration > Status tab.

  7. Specify the number of copies (from 1 to 9) in the Copies field.
  8. Click the Print button.

Related topic: Sending Email Business Organizers to clients

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