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Enter firm information

UltraTax CS uses basic firm information to print on forms, automatically populate input screens, and process returns. The firm name and address is automatically added when you install your license. You'll need to enter your EIN, phone number, and fax number (if applicable).
Do the following to enter firm information:
  1. In UltraTax CS, go to the
    Setup
     menu.
  2. Select
    System Configuration
    .
  3. On the
    Firm
     tab, make sure the firm information is correct. If it isn't, the Firm Licensee will need to sign in to tax.tr.com and go to
    My Account
     then
    Manage Firm
     and change it.
  4. Enter your Employer Identification Number (EIN).
    note
    If you applied for but haven't received an EIN, enter an "A" or a hyphen. UltraTax CS will print "Appl'd For" on the return in place of the EIN.
  5. If needed, enter or update your telephone number and fax number.
  6. Select
    OK
     to save all changes.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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