These settings allow you to add or edit the Defaults for a user.
- Preference Code: If you are editing an existing User Preferences this is a repeat of what is on the General tab. If you are adding a new User Preferences enter a unique code.
- Description: If you are editing an existing User Preferences this is a repeat of what is on the General tab. If you are creating a new User Preferences enter an appropriate description.
- Contact code: This is the Contact displayed on the front cover of all returns prepared by this user. A Contact code should only be entered if the User is a preparer of tax returns and would be the person to whom the ATO would speak were there any queries in regard to the return lodged. Click [F10] to select from the Contact index, maintenance of the index may be performed before your selection is made. Refer to Tax Contacts.
- Print Job: Click [F10] to select the jobstream you use most frequently when printing tax forms, refer to User Preference tabs - Print Form. The Print tax form options jobstream set as the default may be changed at the time of printing.
Not available in Accountants Office
Tick the checkboxes, as required.
Warn if name or address edited or added: This option causes a warning message to be displayed when a name or address stored in CDS has been edited or added.
Edit names and addresses in schedules: This default setting does not apply to Practice Manager users. Tick this checkbox to enable editing of names and addresses directly into a schedule, in addition to the [F10] option which will still be available.
New name or address details entered directly onto a schedule may be transferred to CDS. To do this, at the details to be transferred, click [F10] and choose Transfer to CDS.
On the schedule, a tick indicates where Transfer to CDS has been selected for new details or where an existing name or address has been Copied from CDS.
Enable Name and Address Organiser: This default setting does not apply to Practice Manager users. Tick this checkbox so that the Name and Address Organiser displays when you click [F10] at a name or address field within a schedule. From the organiser you may access the Name or Address index in CDS as appropriate by clicking Select. This is a useful option as it provides address fields in accordance with ATO ELS lodgment and Printing specifications. Refer to Name and Address Organiser.