Support CenterHow do I setup Tax Form defaults for only one ERO
Step 1 Review Tax Form Defaults setup (Note these steps will only work with new returns or new carryforward returns, if you have already created or carryforward a return, those returns will not update with the new information)
Log in as the Admin user.
Click the Tools menu and click Edit Tax Form Defaults.
Choose a package (1040, 1120, 1120S, etc.). You must set tax form defaults in every tax package used in your office.
Do not prepare an actual tax return while in Tax Form Defaults.
Make sure that you add the ERO information on the Main Info Page and also on the form 8879.
Save Return.
Close Return.
Step 2. Ensure all users have access to the tax form defaults information
Copy Files to another Location Return Explorer.
Log in as the Admin user.
Click the Tools menu and select Utilities/Setup Assistant.
In the Utility box, click on File and select Return Explorer.
In the Show box, click the arrow to display a list of file types.
Select Tax Form Defaults.
In the Action box, select Copy Files to Another Location.
Select the file(s) you want to copy from the File List. To select all files press the Select All button or Ctrl+A.
Select the user name to which you want to copy the files from the Copy to drop-down list or Click OK.
Click the Copy button at the bottom left of the Return Explorer window.
Close return explorer.
Tags: install,setup,getting-started