Overriding global Practitioner Personal Identification Number (PIN) option for specific 1040 electronic returns

Alerts and notices

If you have elected to use the Practitioner PIN method for all clients but would like to use the Self-Select PIN method for a particular client, you may override this setting. To do so, follow these steps.

  1. Open the client's return in UltraTax CS.
  2. Click the Electronic Filing folder in the folders block.
  3. Click the PIN tab to open Screen PIN.
  4. Enter X in the Self-Select PIN field in the Other Personal Identification Number (PIN) Options section.