Saving commonly used RTNs in UltimateTax

Robbie Carr

Updated October 22, 2018 13:32

You can use the History List feature to store common RTNs.

To use the History List feature to store common RTNs:

Log in as the Admin user.
On the Tools menu, select Edit Tax Form Defaults, and choose the appropriate package.
Right-click the RTN field for which you want to create a list, and then select Edit History List.
Enter the RTNs, clicking Add after each one
When you are finished, click OK.

This applies to all years of the UltimateTax software.

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