Assign owners of tax defaults
As a firm administrator, you can assign location administrators as owners of the tax defaults for a specific account number and year.
In firms with multiple accounts, assigning a location administrator as the owner of an account's tax defaults distributes responsibility across administrators based on their location.
- Sign in as the firm administrator.
- SelectAdmin, thenTax Defaults.
- Select the account and year.
- SelectAssign.
- Select the location administrator to assign as the owner of the tax defaults for the selected account.