Setting up CS Connect for use with a proxy server

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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 Utilities > CS Connect.
  2. Click the Communications Setup button.
  3. Click the Proxy Settings button.
  4. In the CS Connect - Proxy Setup dialog, mark the Use Proxy Server checkbox.
  5. Click the Manually configure proxy server option and enter the HTTP proxy address and port number for your network's proxy server, or click the Use Windows settings option.

    Note: To view the proxy address and port number for your network's proxy server, open Internet Explorer and choose Tools > Internet Options, click the Connections tab, and then click the LAN settings button.

  6. If your proxy application requires server authentication, mark the Proxy Authentication checkbox and enter the appropriate user name and password.
  7. Click OK twice, then click Cancel.

Related topic: Setting CS Connect communication options

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