Add EFIN information for multiple offices
Do the following to enter your EFIN in UltraTax CS for multiple offices.
- SelectSetup,Office Configuration, then theE-Filingtab.
- Do 1 of the following:
- If the offices will use a single EFIN, selectAll returns in this office will file using EFIN, then enter the EFIN you verified with us.
- If the offices will use multiple EFINs, selectSeveral EFINs are being used.
- Select thePreparerstab.
- Select a preparer from the list and selectEdit. If no preparers are in the list, you can selectAddto add the preparer.
- On thePreparer Informationwindow, use thePreparer EFINfield to enter an EFIN that was verified with us.
- SelectOKto save your changes, then repeat this step for each preparer.