How to change the default billing schedule or billing scheme

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:

  1. Log in to the program as user with administrator rights.
  2. From the top menu, select Setup->Office Setup.
  3. Click the Defaults tab.
  4. In the Billing Scheme drop-down list, choose the billing scheme to be set as default.
  5. 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.

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