UltraTax CS configuration settings that roll over each year

The following common UltraTax CS configuration settings and customized items are automatically imported into the current-year application during installation. You don't need to proforma them.
  • Firm information, such as the firm's email address, Electronic Filing Identification Number, and preparer, reviewer, and staff records
  • The master password defined by your firm
  • Security settings, including user groups and privileges
  • Client status events defined by your firm
  • Multi-address TINs entered for data sharing
  • Custom statements and custom fieldviews
  • Custom watermarks for client documents
  • Invoice pricing
  • User preferences settings
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