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Reviewer or Staff tab
Use this tab to enter each reviewer's or staff member's name. This information can be used to focus any list of clients (such as the clients available for printing) according to a specific reviewer or staff member, and to limit the clients who appear in the client listing reports.
To open this tab, choose Setup, Office Configuration, then select the Reviewer tab or the Staff tab.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog.
Fields & buttons
Reviewer / Staff list
Lists all reviewers or staff members that you have added.
Name
Enter the reviewer's or staff member's name, up to 15 characters.
note
This field is disabled until you either select the Add button or highlight an item in the list and select the Edit button.
Report button
Select this button to launch a Report dialog that you can use to specify sort criteria, preview, or print a Preparer Information, Staff Information, or PRP Preparer Block Information report.
Email
Enter the reviewer's or staff member's email address in this field. The address can contain up to 80 characters.
note
Tips
- Any reviewer or staff member entered here can be selected as the default reviewer or staff member for all clients subsequently added to the application from this computer.
- Any reviewer or staff member entered here can be selected as the staff member on the User Preferences then Tickler tab.
- Reviewer and staff information entered here will automatically proforma to next year's UltraTax CS application.
This article applies to:
- Product: UltraTax CS