You can set up information for each preparer in your UltimateTax Online software or even override every preparer's information with the Admin's preparer information! Do this by signing into the intended user and clicking on the user's name in the top right, then selecting Settings.
From this window, select General Settings, and you should be taken to the General Settings window. Select Tax Preparer under User Settings, and you can fill out basic preparer information in this window.
This information will appear at the bottom of the Main Information sheet on the tax return. You may also set this information up in Return Templates.
NOTE: We highly recommend setting up return templates first and then using this option if you want to use the override feature.
Solution Article:
Return Templates - VIDEO INCLUDED
