Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Office Setup dialog
Use this dialog to create additional UltraTax CS office profiles for use in multi-branch firms or firms with multiple separate offices. UltraTax CS office profiles enable separate branches of the same firm to better administer staff profiles, setup options, client document customizations, and so on. By creating individual office profiles, each branch can manage its own configuration options and internal procedures without affecting the other offices in the firm.&
To open this dialog, choose&
Setup then Office Configuration
and select the Office Setup button.¬e
Firms that have a single office do not need to create an office profile via this dialog, and can use the default office profile included with UltraTax CS. You can configure your firm settings and related information (preparer, reviewer and staff profiles, client documents, and so on) via the tabs on the Setup then Office Configuration dialog, and these settings will be shared across the firm.&
Fields & buttons
Office profiles list
This list pane contains the office profiles previously created in UltraTax CS. To add additional office profiles, select the
Add item
row and enter the profile name for the new office. To remove an office profile, select the Delete Office button.Delete Office button
Select this button to remove an office profile that was previously created for your firm. Note that you cannot delete the default office profile.
Transfer Configurable Files button
Select this button to open the Transfer Configurable Files dialog, which you can use to move user configurable items (such as custom transmittal letters or slipsheets) from one data path to another. For example, multiple branches of the same firm that share an installation of UltraTax CS can copy customized elections, filing instructions, and invoice pricing from one branch to all other branches.
note
This button is only enabled if more than one data location exists.
Reassign Preparers/Reviewers/Staff button
Select this button to open the Reassign Preparers/Reviewers/Staff dialog, which you can use to move preparer, reviewer, or staff profiles between existing office profiles.
This article applies to:
- Product: UltraTax CS