Setting a default staff member

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When you mark the Set as default staff member checkbox on the Staff dialog, the application can transfer information for that staff member to new tax forms and client documents that contain fields for default staff information.

You can then select a staff member from within a form that contains these fields. These forms have a Staff Selection Staff selection drop-down list field on the toolbar. To do this:

  1. Double-click to open the form.
  2. Click the arrow in the Staff Selection field and select the staff member. The program transfers staff information to the appropriate fields on the open tax form.

Special information for Form 2848 - Power of Attorney and Declaration of Representative

To set a default staff member in an open Form 2848:

  1. Click in a Representative name/address field.
  2. Click the arrow in the Staff Selection field and select the staff member. The program transfers staff information to the appropriate fields on the open tax form.

To set a staff member in another Representative name/address field:

  1. Click in another Representative name/address field.
  2. Click the Staff Staff selection button button to the right of the Staff Selection field. The program transfers staff information to the other Representative name/address field.

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