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

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.

In UltraTax CS, go to Setup
.

Select Office Configuration
and go to the Preparers
tab.

Choose the correct office in the Office currently being configured as
drop-down, if necessary.

Add
a new preparer, or highlight an existing one and select Edit
.

Choose the correct office in Associate of firm
.

Select OK to save your changes.

Repeat these steps for each preparer.

Select Done
.