Set default preparer and office
You can set a default preparer and office for each staff member so every client you add has the correct settings applied.
Setting a default office and preparer is important if you have multi-office (branch) or office-share licensing. It helps determine which office-specific settings you're using, like client data, print options, or client documents.
Do the following for each staff member using UltraTax CS:
- In UltraTax CS, go toSetupthenUser Preferences.
- Go to theMy Settingstab.
- Select the default office for this user using theOfficedropdown.
- Choose the correctData Locationyou want to use to access clients and client documents.
- Choose the defaultPrepareryou want to assign every new client you add.
- Optional:Assign a defaultReviewerand/orStaff.
- SelectOKto save your changes.
UltraTax CS uses these settings to determine which office you're in when you have multiple offices set up when you don't have a client open or the client doesn't have a preparer assigned.
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