Support CenterSetup Tax Form Defaults, Company, and Preparer Information
📚 What This Guide Covers
This guide shows you how to:
- Set up your Tax Form Defaults or Return Templates on the TWO (Web Version) tax software so it applies to new returns automatically.
- Manage Return Templates including creating, editing, and assigning templates to users.
⚠️ Before You Begin
You will need:
- Admin username login
📊 Step-by-Step Guide
Step 1: Log in and Access Settings
Once logged in under the "admin" username, click Administrator at the top right corner again, then go under Settings.
Step 2: Create a New Template
Click Return Templates, then create a New Template.
We recommend naming it "Default" and checking "Set as default".
Step 3: Edit the Template
After saving, click the Edit Icon (pencil) next to the template to make changes.
Step 4: Configure and Assign
Make your changes to the default tax return. Changes affect new returns.
After saving, click [Assign] to assign the template to users.
You can add forms like Main Info, 8879, Price.
*Note - For the Price sheet, you can set a flat rate for 1040, no itemization needed. This won't cause diagnostic or e-file errors. Values can be changed later per return.
Click (+) or Add Form on the left in the forms tree.
*Note - Tax Preparers default their preparer info (like PTIN) by logging in under their username and going into General Settings.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,setup,getting-started