Entering basic firm information

Alerts and notices

Your firm's name and address are automatically added to UltraTax CS when you install application licenses, but you must enter your firm's EIN, phone number, and fax numbers in the application.

Unless you choose otherwise, the information you enter displays on various screens in UltraTax CS and will print on forms.

  1. From the Setup menu, choose System Configuration.

    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 Firm tab and verify that the firm information is correct.

    Note: The Firm tab displays the name and address you entered on the license agreement when you ordered UltraTax CS. If you need to change the firm name and/or address, log in to tax.tr.com and visit My Account > Manage Firm to make changes. This is only available for the Firm Licensee.

  3. Enter your Employer Identification Number.

    Note: If you have applied for but not yet received an employer ID number, enter an "A" or a hyphen. UltraTax CS will print "Appl'd For" on the return in place of the employer ID.

  4. If needed, enter or update your telephone number and fax number.
  5. Click OK to save all changes.

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