Assigning a Return Configuration Set as the Default

Return configuration sets allow you to set up options for tax preparation. You can then assign a return configuration set to organizational units within your firm. Some return configuration options are default signature block, correspondence, and electronic filing settings. For more information, see Configuring Return Configuration Sets.

To assign a return configuration set as the default, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Tax > Return Defaults on the navigation panel.
3. On the Configuration Set tab, select an organizational unit from the grid. You can select only the firm level or drill down to a more specific organizational unit.
4. Select a value from the Return Configuration Set list to assign to the selected organizational unit.
5. Click OK to save your changes.

Note: If a region, office, or business unit organizational unit is set to No Selection, that organizational unit will inherit the return configuration set assigned for the firm.