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How do I setup Tax Form defaults for only one ERO

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📊 Step-by-Step Guide

Step 1: Review Tax Form Defaults setup

Use this when you need to set Tax Form Defaults for your ERO information (including the Main Info Page and Form 8879).

1. Log in as the Admin user.
2. Click the Tools menu and click Edit Tax Form Defaults.
3. Choose a package (1040, 1120, 1120S, etc.). You must set tax form defaults in every tax package used in your office.
4. Do not prepare an actual tax return while in Tax Form Defaults.
5. Make sure that you add the ERO information on the Main Info Page and also on the form 8879.
6. Save Return.
7. Close Return.

Step 2: Ensure all users have access to the tax form defaults information

Use this when you need to copy the Tax Form Defaults files to another location so users can access the updated defaults.

1. Copy Files to another Location Return Explorer.
2. Log in as the Admin user.
3. Click the Tools menu and select Utilities/Setup Assistant.
4. In the Utility box, click on File and select Return Explorer.
5. In the Show box, click the arrow to display a list of file types.
6. Select Tax Form Defaults.
7. In the Action box, select Copy Files to Another Location.
8. Select the file(s) you want to copy from the File List. To select all files press the Select All button or Ctrl+A.
9. Select the user name to which you want to copy the files from the Copy to drop-down list or Click OK.
10. Click the Copy button at the bottom left of the Return Explorer window.
11. Close return explorer.

Tags: install,setup,getting-started