CLCLO - Setting Defaults

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• CLO - Setting Defaults

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CLO - Setting Defaults

2 years ago

Updated

CLO comes with various defaults that can be preset based on the user login.  These defaults were designed to make the tax preparation process easier for users.

Follow the instructions below to successfully select what defaults you want setup:

1. Click Account Settings.

2. Click Defaults.

3. Select/Deselect any system-wide defaults.

4. Click Save.

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