The look of the Firm Setup window in UltimateDR has been updated for 2017.The lower half of the Firm Setup window has been divided into tabs to help give it a neater, less cluttered look.
This year, when you click Confirm, not only does UltimateDR Software confirm that the EFIN information is correct, but also imports your banking information and audit protection information from UltimateTax into UltimateDR. If changes are needed, you must make changes with UltimateTax. After changes are approved, you will need to re-confirm your setup on the Firm screen.
To enter a Federal EIN or State ID Number, click on the Settings tab.