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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 topic provides access to frequently asked questions (FAQs) about UltraTax CS.

Frequently asked questions: General

Are there keyboard shortcuts that I can use?

Where can I learn about specific menus and toolbars used in UltraTax CS?

Where can I view definitions of common UltraTax CS terms and phrases?

How do I customize my data entry display?

How do I use custom fieldviews?

How can I add a custom paragraph to client document?

Is there a quick way to find out where to enter specific information?

When should I enter data directly on the government form?

What are "noncalculating forms?"

How do I remove an orphan folder?

How do I force a form to print?

Frequently asked questions: Setup

How do I activate PRP state applications in Virtual Office?

How do I install a state or city application?

How do I set default user preferences for users?

How do I enter state firm information and rates?

How do I set up a blank preparer block?

How do I enable advanced security options?

Frequently asked questions: Proforma

How do I proforma client data?

Why are some of my clients missing from the Proforma dialog?

How do I resolve the "Fixed asset data unavailable for proforma" message that appears on the Proforma Status dialog?

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