Clients missing from the Proforma dialog

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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.

Clients may be omitted from the list on the Proforma dialog for several reasons. If you can't proforma a client as expected, check the following areas in the application to determine why your particular client is missing from the list.

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