Configuring the Return Configuration Set Practice Clock Interface

The Tax interface with Practice includes the ability to send time clock transaction detail for each tax return session to Practice Time Capture. Clock transaction detail then becomes WIP transactions that can be used for billing records. Options in the return configuration set enable the use of time clocks in Tax and determine the service code and description to be used for each return type.

Note: Your firm must license  Practice to set Practice options.

To enable time clocks for a return configuration set, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Practice Interface on the navigation panel.
4. Select the check box to enable the use of time clocks.
5. For each return type, do the following:
   1. Select the default service code. The available service codes are based on the service codes configured in Practice Lists.
   2. Enter the default description, or use the provided default description, which is the tax year followed by the return type. Descriptions are used as internal notes for time transactions and do not appear on invoices or other external documents.
6. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.

Note: When time clocks are enabled, clocks start automatically when you select New > Tax Return or Open > Tax Return in Return Manager and the clock stops when a return is closed.