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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.
  1. Sign in as the firm administrator.
  2. Select
    Admin
    , then
    Tax Defaults
    .
  3. Select the account and year.
  4. Select
    Assign
    .
  5. Select the location administrator to assign as the owner of the tax defaults for the selected account.

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