Managing Business Unit Settings

Business Units are the fourth level in the organizational unit hierarchy below Firms, Regions, and Offices. You can select a default return configuration and print set to be used when creating tax returns for individual business units. Changes made to default business unit settings apply only to that business unit. See Defining Your Firm's Organizational Unit Hierarchyfor more information about the levels of organizational units.

To select the default settings for a business unit, do the following:

  1. Open the ClosedBusiness Unit window.
    1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
    2. Click Organizational Units on the navigation panel.
    3. Select the Business Units tab.
    4. Do one of the following to display the Business Unit window:
      • Click New.
      • Select a business unit in the grid and click Open, or right-click and select Open from the menu.

      Notes:

      • You can also open this window from the Assignment window.
      • If your window is not maximized, you may need to scroll right to view the New and Open options.
  2. Click Tax on the navigation panel.
  3. Select a return configuration set from the list.
  4. All licensed and available tax years are listed in the grid. Click in the Print Set column to select the default print set to be used for each tax year.
  5. Click one of the ClosedSave buttons or Cancel.