Submitted by JMP on 01-13-2021 04:11 PM
(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."
Release date is TBD. The team is identifying best options. Thank you for the idea and the votes!
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