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.