Home Page tab

Use the Home Page tab to configure the UltraTax CS Home Page for this user. These options include when the Home Page displays, how many recent clients display on the Home Page, and access to add custom links for use on the UltraTax CS Home Page.
To open this tab, choose Setup then User Preferences, and select the Home Page tab.

Fields & buttons

Use this drop-down list to select the frequency with which you want to view the UltraTax CS Home page.
Select the up and down arrows or enter a number between 1 and 15 to indicate the number of clients to include in the Recent Activity section of the UltraTax CS Home Page.
Select this button to open the Custom Links dialog where you can enter URL and path information for website and files that will display in the left pane of the UltraTax CS Home Page.
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