Printing different preparer block information

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

By default, the preparer block information that prints on all returns and extensions is the firm information you provided in your licensing agreement. (This information appears in the Firm tab accessed via Setup > System Configuration. Note that your security configuration might require you to enter the master password and click OK before you can open the System Configuration dialog.)

The options for changing the preparer block information depend on what type of return you are preparing and application setup you have.

Related topics

Printing tax returns

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