Apply Default User Preferences dialog

Use this dialog to apply the selected default user preference settings to existing UltraTax CS users in your firm. You can apply the selected preferences to all users at once, or to individual users selected on this dialog. You can also choose individual User Preferences tabs and apply only those default selections, or apply the selected default user preferences on all tabs to the selected user(s).
To open this dialog, choose Setup, Office& Configuration, select the Default User Preferences tab, and then select the Apply Preferences button.

Fields & buttons

This list includes a checkbox for each existing UltraTax CS user that has previously accessed the application, as well as a checkbox for each User Preferences tab you selected in the Set Default User Preferences dialog.
  • Mark the checkbox next to a user's name to assign all of the preferences on the selected tabs to that user.
  • Mark or clear the checkboxes for individual User Preferences tabs to apply the default preferences selected on that tab in the Set Default User Preferences dialog. Note that this list includes only those tabs for which the
    Set default user preferences for this tab
    checkbox is marked on the Set Default User Preferences dialog.
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