Setting Tax Options for Your Firm

After you install Tax, you must define some Firm Setup settings. Tax simplifies administrative tasks by placing everything you need to organize your firm, staff, and tax processing options in one location.

To prepare your firm to work with the Tax software, you must set up the following items:

Firm-wide Tax settings

These settings will be applied across the firm.

• Managing Your Firm Tax Options
• Return Defaults
  • Assigning a Return Configuration Set as the Default
  • Assigning a Return Print Set as the Default
• Pro Forma/Organizer Options
  • Configuring Return Configuration Set Pro Forma Options
  • Configuring Return Configuration Set Organizer Options
• Configuring Firm Pennsylvania Cities Options

Tax lists

Select from the following topics for information about defining return group and signer location descriptions in Lists:

• Setting up return groups
• Managing signer locations
• Setting up signer locations

Staff Options

The additional staff information here will be used when preparing tax returns, such as the signer code and the name to include on the return. See Adding a Signer for more information.