Settings tab
With a project open, select the
Settings
tab. You can use this tab to change various project settings for Onvio Trial Balance and Guided Assurance.Onvio Trial Balance users:
Select Edit Contact
to make changes to the contact in Onvio Center.Guided Assurance users:
Select the switch to turn on setup for Guided Assurance workpapers. 
note
- You can select UltraTax CS, Lacerte, or ProSystem fx as the Tax Vendor to which you can export tax balances.
- SelectEdit Contactto make changes to the client in Onvio Center.
- When you finalize a binder for a contact, theBinder SettingsandGuided Assurance Settingssections of the screen aren't available, and you can't update them until you unfinalize the binder.
- We added Onvio Tax to the list of available tax vendors in Contact Settings.
