Setting up Tax 2023

Settings to be used by the practice as a whole may be found by selecting the Utilities menu. They include the settings stored on:

• the Control Record, refer to Setting up your Control Record Properties 2023

• (AE) Setting up Tax Calculator 2023

• (AE) Setting up to use Tax Tracking 2023

• Practice Default Options 2023

• (AO) the practice defaults for printing Tax forms, refer to Print tax form options 2023

• the Lodgment Setup 2023

• Setting up the Return Security Administrator’s Group

• Maintenance in Tax 2023

• (AE) System Information 2023

The settings established for the Practice take effect unless you select a different Agent and Contact on the Return Properties Staff tab.