New in 2013 UltraTax CS, a personal preparer block is automatically created for you in the program. In prior years, you had to create personal preparers in the Preparers screen within the Setup menu.
You can select this new personal preparer block in File > New Client or File > Client Properties. Selecting the Personal Preparer Block (as seen below) will print the following text in the preparer address block on a tax return: “This tax return prepared by a non-paid preparer”.
Search our Help & How-To Center for product-related questions. You can access the Help & How-To Center directly from UltraTax CS by holding your CTRL key plus the letter Y. You may also click the Help button from the toolbar of UltraTax CS.