Downloading and applying updates

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

By default, CS Connect Background Services is enabled to download updates. You can Apply updates automatically as each user's processing permits (recommended), or at the time you specify in the Apply updates every day at [time] field in the Setup > System Configuration > CS Connect tab.

If you have modified the auto-update settings, you may need to download and apply your updates. To do so, follow these steps.

Note: If you access UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you do not need to use CS Connect to download and apply updates. Application updates are applied automatically in those environments.

  1. Choose Utilities > CS Connect.
  2. Set the Retrieve and apply available updates switch to Yes.
  3. Click the Connect button to download and apply all available updates.

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