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Setting up tax form defaults

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1. First thing will be to login with the admin username.
   
2. The next step would be to fo to tools>edit tax form defaults.
   
   
   
   
   
3. Once you select edit tax form defaults, it will pull up a screen with a yellow backround to show that you are editing the defaults. From there you want to pick the appropriate tax form you wish to edit and click ok. 
   
   
   
   
   
4. After that you should get a prompt. Just click ok.
   
   
   
   
   
   
5. Now it should look like you are in a return with the backround still yellow. At the top left of the return you want to click add form / display form list.
   
   
   
   
   
6. Once in this screen you will want to "look for" or search for the price sheet. Simply type in price and it will find the sheet you are looking for. Next double click on the price sheet.
   
   
   
   
   
7. Now that you are in the price sheet you can change the pricing for all returns done under a certain user group. For example i changed the price of all 1040 returns to be $100. So every 1040 return done by one of these users will have the $100 dollar fee. 
   
   *Note that this can be done on a per return basis. This comes in handy when doing an employee or family members taxes because you may not want to charge them normal pricing.
   
   
   
   
   
8. When finished making changes to the Price sheet, you can now move on to the 8879 by adding that form on the top left corner again like you did on the Main Info sheet
   
   
   
   
   
   
   
9. Simply double click on the form and it will open for you to edit. Once in this screen the main thing you want to do is add your efin .
   
    
   
   
   
10. On the lower part of this screen you will want to add the ERO information. This is to prevent wasting time by adding this to every return.
    
    

Tags: install,setup,getting-started