Associate preparers with offices

Firms that use multi-office (branch) or office share setup need to associate every preparer to an office.

In UltraTax CS, go to Setup
.

Select Office Configuration
and go to the Preparers
tab.

Choose the correct office in the Office currently being configured as
drop-down, if necessary.

Add
a new preparer, or highlight an existing one and select Edit
.

Choose the correct office in Associate of firm
.

Select OK to save your changes.

Repeat these steps for each preparer.

Select Done
.

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