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.
- SelectAdmin > Tax Defaults.
- Select the appropriate account number and year to edit.
- SelectOpento open Tax Defaults for that account.
- To assign tax defaults to a specific user location, selectAssign, and select the location from the drop-down box. SelectUpdateto save your changes.
- To rebuild tax defaults, selectRebuild. A message appears indicating the tax defaults for the specified account and year have been queued for rebuild at the server.
- SelectOKto indicate that the defaults should be rebuilt.SelectRolloverto roll over your tax defaults from one tax year to the next. The rollover process completes within a few minutes.
- You can only rollover or open a return once the preseason order is in place.
