How to set the default input mode for a preparer

9 STEPS

1. The first step is to open TAX HOUND and click SETUP

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2. Click Settings

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3. Select the Preparer you want to set the default input for.

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4. Click Do not Show Entry Mode Dialog. This will prevent the Input Type option box from showing when editing a return.

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5. Select The Input Mode you want the preparer to use.

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6. If you want to apply these settings to multiple preparers, Click Do you want to update the same configuration for more users?

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7. Then select the preparers you wan to apply these settings to.

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8. Scroll down and click Save Changes

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9. That’s it. You’re done.

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Here’s an interactive tutorial

https://www.iorad.com/player/1854089/Mytaxoffice—How-to-untitled-task-name

September 7, 2021
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