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Printing

Print different preparer block information

By default, the preparer block information that prints on all returns and extensions is the firm information you gave in your licensing agreement. This information displays in the
Firm
 tab accessed via
Setup
, then
System Configuration
. Note that your security configuration might require you to enter the master password and select
OK
 before you can open the
System Configuration
 window.
The options for changing the preparer block information depend on what type of return you are preparing and the application set up you have.
  • Users who are preparing a PRP (per-return-pricing) return can print the PRP information in the preparer block or print the return with the preparer block left blank.
  • Users who are preparing a personal return and therefore don't want the firm information printed in the preparer block can have UltraTax CS print “This tax return prepared by a non-paid preparer” in the preparer block.
  • For firms that would like to manually sign their returns, they can remove a preparer's signature from all returns by doing the following:
  1. Go to
    Setup
    ,
    Office Configuration
    , then
    Preparer
     tab.
  2. Select the preparer and select
    Edit
    .
  3. Uncheck the
    Print Preparer's name in signature block where allowed
     box in the Print Options section.
  4. Select
    OK
    .
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