Zip numbers

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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.

Each field in an input screen is assigned a unique zip number. The zip numbers provide a convenient way to reference the input screen fields. Zip numbers also enable data-entry personnel to enter data using Zip Mode.

To enable zip mode of data entry:

  1. Choose Setup > User Preferences > Data Entry tab.
  2. Mark the Enable zip mode data entry checkbox and click OK.

Zip number field

An edit box displaying the zip number of the field in which the cursor is located will appear next to the Tax Subject Index button in the toolbar when a client's return is open. Enter the number of the field you want to go to, press ENTER, enter the data in the field, and press ENTER again to return to the edit box.

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