Entering staff information

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You can add, edit, or delete staff information from UltraTax CS at any time. It is beneficial to enter all staff information before anyone in your office begins processing returns. If you enter staff information first, as you later add client information to UltraTax CS, you can immediately assign each client to the correct staff member. Similiarly, you can set up a default staff member that all new clients are assigned to, and you can reassign clients to different staff members at any time.

To ensure that your staff information is accurate, we recommend that you review your staff information each year before tax season.

  1. To add staff information, choose Setup > Office Configuration, and then click the Staff tab.

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

  2. Click Add and enter all applicable information.
  3. For help on a specific field within the dialog, press F1.


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