Configuring Return Configuration Sets

Return configuration sets are used to set default tax return input, such as signature block, correspondence options, and e-filing options. A return configuration set can then be selected or applied automatically to tax returns. Your firm can assign a return configuration set as the default for an organizational unit in Firm > Settings and defaults. Tax is installed with a return configuration set named Default that is selected for the Firm level organizational unit. A firm can change this default selection during return creation if other return configuration sets exist.

Once you assign a return configuration set to an organizational unit, if there is a configuration set assigned to a lower-level organizational unit, the lower-level setting overrides the settings of the higher-level organizational unit. See Defining Your Firm's Organizational Unit Hierarchy for more information.

Clients are assigned to an office and a business unit in the client profile. A client who is assigned to an organizational unit with a selected return configuration set inherits that return configuration set. When creating tax returns for that client, the inherited return configuration set is selected by default.

  • Firms can create any number of return configuration sets.
  • You can override most default settings in a return.
  • You can change the return configuration set applied to a return from the Return Manager grid.
  • Changes to a return configuration set are applied to all returns associated to that return configuration set when the returns are reopened and recalculated.
  • You must have the Tax return configuration sets functional right permissions assigned to manage return configuration sets.

To manage a configuration set, do one of the following:

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