Selecting a header and footer for the document

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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. Open the document's Document Editing window.
  2. From the Document menu, choose Properties to open the Document Properties dialog.
  3. In the Header/Footer group box, click the desired options to select the headers and footers for the first page and all subsequent pages.
  4. Click OK.

Tip: To enter the text for a header or footer, select the header or footer in the Header/Footer tab of the [Document Type] dialog and then click the Open button.

Related topics

Client documents overview

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