How to Change the Default Billing Scheme

Follow steps below to change the default billing scheme within the software.

1. Log into the program as user with administrator rights.

2. From the top menu, select Setup > Office Setup.

3. Click the General Tab.

4. In the Billing section, use drop down list to choose the desired default billing scheme.

5. Click OK.

The program will now use the default billing scheme for all new tax returns.  
Existing returns will still use the previous billing scheme. Use Re-Load Billing under the Return menu or Ctrl + U shortcut to load the new default billing scheme.

Important Note: 

• Business Billing also allows for a default Billing scheme to be applied when applicable.