Apply default user preferences

You'll need to create a default user preference template before you can apply them to users.
You can apply one or more default user preferences to one or more staff members using UltraTax CS. Once you apply them, the next time a user signs in to UltraTax CS will have those preferences. Users can change them, if needed, in Setup > User Preferences.
  1. In UltraTax CS, go to the
    Setup
    menu.
  2. Select
    Office Configuration
    , then the
    Default User Preferences
    tab.
  3. Select
    Apply Preferences
    .
  4. Select the users you want to apply the default preferences to. You can expand (+) each user and only select specific preferences if you don't want to apply all.
  5. Select
    Apply
    , then
    Yes
    to confirm your selection.
  6. Select
    OK
    .

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close