Sending client data to CS Support via CS Connect

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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.

This task should only be completed at the request of an UltraTax CS Support representative.

While troubleshooting issues, a Support representative may request that you send them client data via CS Connect. Follow these steps to send the data.

  1. Choose Help > Repair.
  2. In the Clients tab, highlight the client whose data you want to send.
  3. Click the Send Via CS Connect button.
  4. You will be prompted to enter a comment. Enter the name of the Support representative with whom you have discussed the issue, include a brief synopsis of the issue, and click OK.
  5. A message opens to inform you that the data will be transmitted during your next Connect session. Click OK.

    Note: If you are sending more than one client to Support (i.e. for consolidated or data sharing issues), repeat steps 2-5 for each applicable client. In step 4, ensure any necessary information (i.e. parent, subsidiary) is indicated in the comment for each client."

  6. Click Done.
  7. Start a Connect session with the Support: Transmit client to CS Support switch set to Yes.

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