New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use this tab to enter each reviewer's or staff member's name. This information can be used to focus any list of clients (such as the clients available for printing) according to a specific reviewer or staff member, and to limit the clients who appear in the client listing reports.
To open this tab, choose Setup > Office Configuration, then click the Reviewer tab or the Staff tab.
Note: Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog.
Fields & buttons
Tips
- Any reviewer or staff member entered here can be selected as the default reviewer or staff member for all clients subsequently added to the application from this computer.
- Any reviewer or staff member entered here can be selected as the staff member on the User Preferences > Tickler tab.
- Reviewer and staff information entered here will automatically proforma to next year's UltraTax CS application.
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