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.
