Configuring Return Configuration Set Pro Forma Options

The Pro Forma return configuration set options allow you to apply default settings when rolling forward returns.

Expand the options in step 5 to review the tax return fields that override the return configuration set.

To configure Pro Forma settings, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
  2. Double-click a return configuration set on the navigation panel.
  3. Select Pro Forma/Organizer on the navigation panel.
  4. Click the Pro Forma tab.
  5. Select Pro Forma Closedoptions in the various sections.
  6. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.