Alternate preparer block

The preparer block information that prints on all returns and extensions is the firm information provided in your licensing agreement. You can buy alternate preparer blocks through Sales. This allows you to use this preparer block for as many returns as you want. Restrictions apply to qualify for the purchase of an alternate preparer block. Contact your sales representative at 800.968.8900 for more information about getting a new alternate preparer block.
  1. Select
    Help
    ,
    About UltraTax CS
    , then
    Download Licenses
    .
  2. Continue through the prompts to update your license.
  3. Select
    Setup
    ,
    Office Configuration
    , then
    Preparers
    .
  4. Use the
    Associate of Firm
    dropdown to select a preparer block.
  5. Repeat this procedure for other preparers that want to use the additional preparer block.
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