Add EFIN information for multiple offices

Do the following to enter your EFIN in UltraTax CS for multiple offices.

Select Setup
, Office Configuration
, then the
E-Filing
tab.

Do 1 of the following:

If the offices will use a single EFIN, select All returns in this office will file using EFIN
, then enter the EFIN you verified with us.

If the offices will use multiple EFINs, select Several EFINs are being used
.

Select the Preparers
tab.

Select a preparer from the list and select Edit
. If no preparers are in the list, you can select Add
to add the preparer.

On the

Preparer Information

window, use the Preparer EFIN
field to enter an EFIN that was verified with us.

Select OK
to save your changes, then repeat this step for each preparer.

This article applies to: