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Access Tax Defaults

In firms with multiple accounts, it's often necessary for the firm administrator to assign a specific owner for the tax defaults associated with each account number. By setting up location administrators, you can allocate responsibility for the tax defaults of an account to administrators based on their location.
Log in as the firm administrator.
  1. Select
    Admin > Tax Defaults
    .
  2. Select the appropriate account number and year to edit.
  3. Select
    Open
     to open Tax Defaults for that account.
  4. To assign tax defaults to a specific user location, select
    Assign
    , and select the location from the drop-down box. Select
    Update
     to save your changes.
  5. To rebuild tax defaults, select
    Rebuild
    . A message appears indicating the tax defaults for the specified account and year have been queued for rebuild at the server.
  6. Select
    OK
     to indicate that the defaults should be rebuilt.Select
    Rollover
     to roll over your tax defaults from one tax year to the next. The rollover process completes within a few minutes.
  7. You can only rollover or open a return once the preseason order is in place.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
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