Lesson 1: Setting Up Property Tax Global Defaults

Edited

In GA-Taxpro, you can streamline your property tax filing process by configuring the Property Tax Global Defaults. This feature allows you to set the Preparer's details, which will be automatically used as Header Details for your tax filings. Follow these steps to set up your Property Tax Global Defaults:

Step 1: Access the Setup Info menu

Step 2: Select Property Tax Global Defaults

Step 3: Enter Preparer's details and save

  1. In the Property Tax Global Defaults window, fill in the required information.

  2. Double-check the entered details to ensure accuracy.

  3. Click the "Close" button to save your changes and exit the window.

By following these steps, you can ensure that your property tax filings are consistent and accurate, with the correct Preparer's information included every time.

IMPORTANT NOTE:

  • Please leave these fields blank if you have different agents/accountants working on each return. Otherwise all returns will have the same preparer name and title.


Next: Adding a NEW client