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Office Setup dialog
Show all expandable content
Use this dialog to create additional UltraTax CS office profiles for use in multi-branch firms or firms with multiple separate offices. UltraTax CS office profiles enable separate branches of the same firm to better administer staff profiles, setup options, client document customizations, and so on. By creating individual office profiles, each branch can manage its own configuration options and internal procedures without affecting the other offices in the firm.&
To open this dialog, choose&
Setup then Office Configuration
and select the Office Setup button.¬e
Firms that have a single office do not need to create an office profile via this dialog, and can use the default office profile included with UltraTax CS. You can configure your firm settings and related information (preparer, reviewer and staff profiles, client documents, and so on) via the tabs on the Setup then Office Configuration dialog, and these settings will be shared across the firm.&
Fields & buttons
Office profiles list
This list pane contains the office profiles previously created in UltraTax CS. To add additional office profiles, select the
Add item
row and enter the profile name for the new office. To remove an office profile, select the Delete Office button.Delete Office button
Select this button to remove an office profile that was previously created for your firm. Note that you cannot delete the default office profile.
Transfer Configurable Files button
Select this button to open the Transfer Configurable Files dialog, which you can use to move user configurable items (such as custom transmittal letters or slipsheets) from one data path to another. For example, multiple branches of the same firm that share an installation of UltraTax CS can copy customized elections, filing instructions, and invoice pricing from one branch to all other branches.
note
This button is only enabled if more than one data location exists.
Reassign Preparers/Reviewers/Staff button
Select this button to open the Reassign Preparers/Reviewers/Staff dialog, which you can use to move preparer, reviewer, or staff profiles between existing office profiles.
This article applies to:
- PRODUCT: UltraTax CS