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How can you change the type of tax return selected for a company in the Prep for taxes tool? Select the Gear icon > Account

How can you change the type of tax return selected for a company in the Prep for taxes tool?

  • Select the Gear icon > Account and Settings > Company > Company type > Tax form
  • Select the Gear icon > Account and Settings > Advanced > Company type > Tax form
  • Select the Tax mapping tab > select the Pencil icon next to the tax form name > select the new tax form from the list > click Save
  • Select the Accountant Toolbox > Change tax form

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