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Setting Up the Guest User in Desktop

When you first download and install the UltimateTax Desktop software, you are immediately prompted to set up the Admin user. Before you can start creating returns however you must set up the Guest user as well. 

Let's begin by signing into the Desktop software as Admin, then go to the Tools menu and select Utilities/Setup Assistant.

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In the following Utility window, go to the Setup menu and select Setup Assistant.

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Then you will go to the menu Groups & Users. Here you will highlight Guest and click the View/Edit button. In the following window enter a password in the appropriate box in the top-right corner. Once finished click OK and then Save & Close in the following window. Now you will be able to sign in as Guest and begin creating your returns.

 

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