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Set up

Associate preparers with offices

Firms that use multi-office (branch) or office share setup need to associate every preparer to an office.
note
Firms that only have one firm or office don't need to do this.
  1. In UltraTax CS, go to
    Setup
    .
  2. Select
    Office Configuration
     and go to the
    Preparers
     tab.
  3. Choose the correct office in the
    Office currently being configured as
     drop-down, if necessary.
  4. Add
     a new preparer, or highlight an existing one and select
    Edit
    .
  5. Choose the correct office in
    Associate of firm
    .
  6. Select OK to save your changes.
  7. Repeat these steps for each preparer.
  8. Select
    Done
    .

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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