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Set up

Set up multiple offices

Firms that use multi-office (branch) or office share setup need to add offices so you can maintain separate data.
  1. In UltraTax CS, go to
    Setup
    ,
    Office Configuration
    , then
    Office Setup
    .
  2. Select a new line and enter an additional office name (up to 20 characters).
  3. Add more lines for each office you need to set up.
  4. Select
    Done
     to save your offices.
    You'll now be able to choose specific offices from the dropdown in
    Office Configuration
    .
  5. In
    Office Configuration
    , select an office from the dropdown.
  6. Use the tabs to set up office-specific information. At a minimum, you'll need to add
    Preparers
     and make sure each preparer has an office assigned in the
    Associate of firm
     field.
    1. Make sure each preparer has an office assigned in the
      Associate of firm
       field.
    2. On the
      Default User Preferences
       tab, select
      Set Preferences
       .
    3. On the
      My Settings
       tab, mark the 
      Set default user preferences for this tab
       checkbox.
    4. In
      New Client Defaults
      , select a
      Preparer
       as the default preparer for clients added to this office location.
  7. Select
    OK
     to save your settings.

This article applies to:

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

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