Preparer Information for Online - VIDEO INCLUDED

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 click on the user's name in the top right, then select Settings. 

From this window, select General Settings, and you should be taken to the General Settings window. From here, 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.