How to change the default billing schedule or billing scheme
SUMMARY
This article demonstrates how to change the default billing schedule in the program.
MORE INFORMATION
To change the default billing schedule, follow these steps:
- Log in to the program as user with administrator rights.
- From the top menu, select Setup->Office Setup.
- Click the Defaults tab.
- In the Billing Scheme drop-down list, choose the billing scheme to be set as default.
- Click OK.
The program will now use the default billing scheme for all new tax returns.
Note: Existing returns will still use the previous billing scheme. To update the billing scheme in existing returns, use Re-Load Billing under the Return menu.
Related Articles
How to configure a billing schedule in the program
SUMMARYThis article demonstrates how to configure a new billing schedule in the program. This article may be useful if you are new to using the program and would like the program to automatically calculate the total invoice amount that should be ...
How to update a state billing schedule
SUMMARYThis article demonstrates how to update a state billing schedule. MORE INFORMATION To update a state billing schedule, follow these steps: On the Setup menu, click Billing Setup. In the Form Billing drop-down box, choose the state you want to ...
How to specify a printer to be used as default when printing reports
SUMMARYThis article demonstrates how to choose the default printer to be used for reports. By default, the program prints reports to the Windows default printer. MORE INFORMATION To specify the default printer to be used for reports, follow these ...
How to change the font size in the program to make the forms and worksheets easier to read
SUMMARYThis article demonstrates how to change the font size in the program to make the forms easier to read. MORE INFORMATION Method 1: Select an alternate font set On the Setup menu, click Office Setup. On the Defaults tab, in the Font Set box, ...
A description of the default permissions for Login Accounts
SUMMARYThis article provides information on the default security group permissions used in the program. These default security groups are created on a new installation when login accounts are not transferred from the prior year. Otherwise whatever ...