Multi-office setup with multiple EFINs

Confirm what EFIN is on the return

Go to
Setup
and select
User Preferences
.
On the
My Settings
tab, note what
Office
you have selected.
Close that window and go to
Setup
, then
Office Configuration
.
Make sure you have the correct office selected in the
The UltraTax CS Office currently being configured is
field.
Go to the
E-Filing
tab and verify what option is marked.
If
All returns in this office will file using
is marked, the EFIN being used on the return is what is entered in the given field.
If
Several EFINs are being used. Assign an EFIN to each preparer on the Preparers tab
is marked, go the
Preparers
tab.
Select
Edit
for the preparer that is assigned to the client's return.
The
Preparer EFIN
is what UltraTax CS is using for the return.

Confirm what Firm ID is on the return

With the client open, go to
File
and select
Client Properties
.
Note what preparer is assigned to the client.
Go to
Setup
, then
Office Configuration
.
On the
Preparers
tab, select the preparer that is assigned to the return and select
Edit
to open.
Verify the office in
Associate of firm
. The Firm ID for that office is what is on the return.
If a preparer wasn't selected, UltraTax CS uses the Firm ID associated with the Default Preparer selected in
Setup
,
User Preferences
,
My Settings
tab.
If a preparer isn't selected in either locations, UltraTax CS uses the Firm ID from the 1st office listed under
Setup
,
System Configuration
,
Firm
.

Recommended setup

On the
E-filing
tab, mark the
Several EFINs are being used. Assign an EFIN to each preparer on the Preparers tab
checkbox. This will make sure UltraTax CS uses the correct EFIN assigned to the preparer instead of the firm.
note
If every return in this office branch will use the same EFIN, you can keep that option selected. The EFIN associated with returns won't change when you select a preparer. It will only change when you select an office in
Setup
,
User Preferences
,
My Settings
,
Office
.
For each preparer, go to the
Preparers
tab. Enter the correct
Preparer EFIN
and select the correct office in
Associate of firm
.
On the
Default User Preferences
tab, apply the default office and preparer to each staff member. This will make sure each staff member is associated with the correct office and Firm ID.