Groups & Users - VIDEO INCLUDED

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, superuser (does everything the other users do) or a 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, one number, and one 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 current versions of the UltimateTax software.