Add reviewers and staff

Before you start preparing returns, enter reviewers and/or staff members in UltraTax CS. These are different than preparers.

In UltraTax CS, go to the Setup
menu.

Select Office Configuration
, then the Reviewers
or Staff
tab.

Select Add
.

Enter the name and email address.

Select Enter
to add them to the list.

Select Done
to save your changes.

This article applies to: