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Administrator Functions

The Admin or Administrator account in the UltimateTax Online software is the most powerful account for any office, here are all the roles/functionality that it can do:

  • Create user names and assign user roles.
  • Enable override function for user roles.
  • Create return templates (Tax Form Defaults) for all user names in the system.
  • Lock fields and entries in Return Templates.
  • Open, edit, print, and if applicable, create and submit e-Files for returns under any user name.
  • Delete or move tax returns under any user name.
  • Assign or restrict user privileges.
  • Set general settings.
  • Create federal and state print sets.
  • Force preparer(s) to use interview before tax forms.
  • Clear sent e-File status.
  • Carryforward return templates.
  • Reset passwords and accounts for any user.
  • Change email on any user's account.
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