Groups & Users are located in the Setup Assistant. Here you can set up users for your tax preparers. Each user that is created is placed in a group. Either a demo user, interview user, preparer, return manager, the superuser (does everything the other users do), or training user.
As of 2016 and later, the IRS has required that all individual user accounts in the software must have a password that follows specific guidelines:
Must have at least one capital letter, number, and a special character such as ? or !
These passwords must also be changed every 90 days.
To edit the users, you may highlight them and click View/edit.
This information applies to 2014 to the current versions of the UltimateTax software.
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