Creating and assigning default user preferences

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

UltraTax CS enables users to choose individual settings for each local installation of UltraTax CS. However, UltraTax CS also enables you (a partner, a system administrator, or another authorized user) to set default user preferences to streamline the UltraTax CS setup process and ensure that each installation of UltraTax CS is consistent across the firm. After you create a template of user preferences, you can apply this template to some or all local installations of UltraTax CS.

If you want to create a template of user preferences for your firm and apply it to local installations of UltraTax CS, complete the following steps.

Creating a default user preferences template

Complete these steps to create a template of user preferences for your firm.

  1. Choose Setup > Office Configuration and click the Default User Preferences tab.

    Note: Depending on your security configuration, you might be required to enter the master password and click OK before you can proceed.

  2. Click the Set Preferences button.
  3. The Set Default User Preferences dialog contains the same tabs and checkboxes found on the Setup > User Preferences dialog. To select default preferences in a specific tab, click that tab and mark the Set default user preferences for this tab to enable the remaining fields.
  4. Use the appropriate fields on the selected tab to configure the user preferences that you want to use as the default settings for your firm.
  5. Repeat steps 3 and 4 for the remaining tabs, as applicable.
  6. Click OK to return to the Default User Preferences tab on the Office Configuration dialog.

Applying default user preferences to UltraTax CS users

Complete these steps to apply default user preferences to local installations of UltraTax CS.

Note: If you have not already defined your default user preference settings in the Set Default User Preferences dialog, you must do so before you can complete the following steps.

  1. If necessary, choose Setup > Office Configuration, then click the Default User Preferences tab.
  2. Click the Apply Preferences button.
  3. In the Apply Default User Preferences dialog, do one of the following:
    • To apply all default user preferences (which you defined earlier in the Set Default User Preferences dialog) to a specific UltraTax CS user, mark the checkbox next to user's name. The checkboxes for each User Preferences tab are marked automatically.
    • To apply only some default user preferences to a specific UltraTax CS user, click the plus sign "+" next to the user's name and mark the checkboxes for each tab (Data Entry, Review Tools, and so on) containing default preferences that you want to apply to the selected user.
  4. Repeat step 3 for each user to which you want to apply the default user preference settings.
  5. Click the Apply button to apply the settings to the selected users.
  6. Click Yes when prompted to confirm your selection.
  7. Click OK to close the Apply Default User Preferences dialog.

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