Skip to main content
Set up
Search
Search UltraTax CS Support Help and Support.

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

Apply default user preferences

You'll need to create a default user preference template before you can apply them to users.
You can apply one or more default user preferences to one or more staff members using UltraTax CS. Once you apply them, the next time a user signs in to UltraTax CS will have those preferences. Users can change them, if needed, in Setup > User Preferences.
  1. In UltraTax CS, go to the
    Setup
     menu.
  2. Select
    Office Configuration
    , then the
    Default User Preferences
     tab.
  3. Select
    Apply Preferences
    .
  4. Select the users you want to apply the default preferences to. You can expand (+) each user and only select specific preferences if you don't want to apply all.
  5. Select
    Apply
    , then
    Yes
     to confirm your selection.
  6. Select
    OK
    .

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close