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.

You can set up a default preparer so that all clients subsequently added from this computer will automatically be assigned to this preparer. Of course, you can override the assignment on a client-by-client basis. To do so, choose File > New Client (for new clients) or File > Client Properties (for existing clients).

1. From the Setup menu, choose User Preferences.
2. In the My Settings tab, select a default preparer from the drop-down list for the Preparer field.
3. Click OK.

Was this article helpful?

Yes No

Submit