Return Collation 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 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.

To open this dialog:

  1. Choose the appropriate federal application from the Setup menu. (For example, choose 1040 individual if you want to edit the collation for 1040 returns.)

    Note: Your security configuration might be set up to restrict access to the product information dialogs. If so, you will be prompted to enter the master password before you can continue.

  2. Click the desired federal or state tab.
  3. Click the Tax Return button.

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