Configure UltraTax CS to generate a taxpayer personal identification number (PIN) automatically for 1040 returns

With the consent of the taxpayer and spouse, follow these steps to configure UltraTax CS to generate the taxpayer and spouse PIN automatically by using the prior-year PIN, if available. Otherwise, UltraTax CS uses the last 5 digits of the taxpayer's or spouse's Social Security number.
  1. Select
    Setup
    , then
    Office Configuration
    .
    Depending on your security configuration, you may need to enter the master password to open the Office Configuration window. The master password is specified in
    Setup
    , then
    Security
    .
  2. Select the
    E-Filing
    tab.
  3. Select
    ERO
    .
  4. Mark the
    Automatically generate taxpayer(s) PIN
    checkbox.
  5. Select
    Done
    .
When you enter information in the
Signature date
field in the PIN screen, UltraTax CS automatically updates the
Taxpayer PIN
,
Spouse PIN
, and
PIN authorization indicator
fields if these fields are blank.
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