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Set default preparer and office

You can set a default preparer and office for each staff member so every client you add has the correct settings applied.
Setting a default office and preparer is important if you have multi-office (branch) or office-share licensing. It helps determine which office-specific settings you're using, like client data, print options, or client documents.
Do the following for each staff member using UltraTax CS:
  1. In UltraTax CS, go to
    Setup
     then
    User Preferences
    .
  2. Go to the
    My Settings
     tab.
  3. Select the default office for this user using the
    Office
     dropdown.
  4. Choose the correct
    Data Location
     you want to use to access clients and client documents.
  5. Choose the default
    Preparer
     you want to assign every new client you add.
  6. Optional:
     Assign a default
    Reviewer
     and/or
    Staff
    .
  7. Select
    OK
     to save your changes.
UltraTax CS uses these settings to determine which office you're in when you have multiple offices set up when you don't have a client open or the client doesn't have a preparer assigned.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation

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