Setting up your Tax Form Defaults is an important step in setting up for the year when installing your UltimateTax software. Your Defaults ensure that information about the preparer and the office will already be filled out anytime you start a new return.
To set up your Defaults, log in to your UltimateTax software as an Admin. Once logged in, find Tools at the top of the screen and select Edit Tax Form Defaults.
Once you've selected it, a yellow window will appear asking what package you will be opening. This determines what kind of forms you will be creating your defaults for. For example, if you are editing the defaults for your tax forms, select 1040.
After entering the information you want to populate when starting a new return automatically, simply click on the Close Return button on your toolbar at the top of the screen. Remember that this will only affect returns you have NOT created yet. Any returns that have been started will not see a change in their information due to editing your defaults.
This applies to all years of the UltimateTax software.
Solution Articles:
Copying tax form defaults between users on Desktop
Return Templates - VIDEO INCLUDED
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