Company Defaults

[JMP]

(This "feature" has been asked for many, many times over the years. I almost feel silly repeating it again here!)

We need to be able to set company defaults. For example, my company has the policy of never printing the client's email address and phone number on the tax return. I should be able to set those defaults so I don't have to change them on every single return that I prepare! Many of them are on the General -> Misc Info/Direct Deposit -> Miscellaneous Info tab. Intuit could start with some of those.

Others are spread around the program. For example, some folks might want Schedule A to print by default or they might want to omit the book depreciation schedules by default.

It seems like it would be pretty easy to add a new section to the program settings, either as a separate item or within the "Firm Information" page. Quickbooks calls it "Company Settings."

[Lou Czerwinski]

Agreed.  

[puravidapto]

I would like to set default to have interests and dividends show up in Sch B, and stocks in form 8949.

[SuMc]

I spent quite a bit of time on 2021 tax returns, selecting preferences on each.  For example to always print schedule A.  These preferences aren't carrying over to 2022 when I proforma the tax returns.  The new "print settings" is great, but at this point I don't see options on printing such forms as Sch A, From 6251 and 8606.  

[IntuitGabi]

Phased roll-out: We are expanding global options with print options as the first focus. As we continue to make enhancements to this, please leave your comments and feedback below. Thanks for your participation! 

[RockingCPA]

I posted a comment over 2 years ago about this issue, and I see there are many that were also early adopters of ITO that have complained about the same issues.  It is just so silly to have to manually enter your preferences on EVERY tax return and THEN review diagnostics telling you that you overrode that thing.  There are a few things I want on every tax return, such as

• Text style - upper case
• Wage/pension schedule with return
• Federal withholding worksheet
• Optional statement for medical, mortgage, contributions, etc. with worksheets
• Optional statement for real estate taxes with worksheets
  
  

All we're asking for is to change the default.  Another option is to do a poll asking what the majority of the customers what the defaults to be until you can make it possible for us to set our own defaults.

If this is coming - thank you.  If not, why not?

[lkgcpa]

In ProConnect, we need to have universal settings so that we can establish universal options such as always 1) print Sch B, 2) always use mixed case, 3) always print Form 8949.