Attaching electronic notes and text

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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 help you review the client's return, UltraTax CS enables you to attach client or field notes that highlight issues on the return, to print additional text on a form, and to use tick marks to indicate the status of items reviewed on the return.

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