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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

Create a default user preference template

Do the following to create a template of user preferences to apply to 1 or more UltraTax CS users.
  1. In UltraTax CS, go to the
    Setup
     menu.
  2. Select
    Office Configuration
    , then the
    Default User Preferences
     tab.
  3. Select
    Set Preferences
     to open the
    Set Default User Preferences
     window. This has the same tabs and settings as the regular
    User Preferences
     window.
  4. For each tab you want to make default setting for, mark the
    Set default user preferences for this tab
     checkbox. Then choose the settings you want as default.
  5. Select
    OK
     to save and create the template.
Once you've created a template, apply it to 1 or more users.

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