The management of “offices” in UltraTax CS has been enhanced to enable larger, multi-branch firms to better administer staff, setup options, and client document customizations. These new features allow branch managers a level of autonomy in setting UltraTax CS configuration options and internal branch procedures.
Watch the Video
To help you become familiar with managing your office settings, follow the steps below to access and view our 11-minute video on this topic:
- Open 2013 UltraTax CS and access the Home Page by clicking on the icon in the upper right corner of the program
- Click the Welcome to UltraTax CS link from the left-hand menu
- Click on the Managing Multiple Offices in UltraTax CS (11 mins) link.
Refer to Platform User Bulletin UT-13.1.0b, which can be located in UltraTax CS under Help > Bulletins. Also refer to the related article Introducing the Office Configuration Feature in 2013 UltraTax CS.