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

Add reviewers and staff

Before you start preparing returns, enter reviewers and/or staff members in UltraTax CS. These are different than preparers.

In UltraTax CS, go to the Setup
menu.

Select Office Configuration
, then the Reviewers
or Staff
tab.

Select Add
.

Enter the name and email address.

Select Enter
to add them to the list.

Select Done
to save your changes.