Your training returns are never mixed with your "live" returns. You can prepare training returns and transmit them to the Training EFC after tax season starts. However, you must follow the requirements below.
Reports are active in the Training user name. This will allow you to teach your offices how to run reports and give them an opportunity to practice exporting and saving reports with practice taxpayer information rather than real taxpayer information.
Requirements for Creating Training Tax Returns
To prepare training returns you must log in to Ultimate Tax as the Training user name or as a user name your office administrator has created and assigned to the Training group.
You cannot use actual SSNs (Social Security numbers) and EINs (employer identification numbers) in training tax returns. Instead, you must follow the rules explained below.
This information is good for all years of UltimateTax.