Set return preferences

Use this screen to select the return list details to show for each return. Your selections determine the column headings you see in the browser window.
  1. Indicate if you wish to show any of the details for each return. Certain details are automatically selected and not available to change, including return, year, account, type, and subtype.
  2. Disable the prior year warning dialog.
  3. Select your modes for opening a return:
    • number of users in a return at the same time: single user (default) or multi-user
    • Organizer: New Organizer (default), Classic Organizer, or choice for each time you open a return
    • browser: Internet Explorer (default), Chrome, or choice for each time you open a return.
  4. Select
    Update
    to save your changes.
  5. Select
    Close
    to return to the main screen.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close