Set default staff assignments for new clients with MTD services.
Location: Settings > My Settings > Default Staff Task Allocation
MTD Quarterly Filing
MTD Quarterly Filing Preparer
- Select staff member from dropdown
- Applies to all new clients with Quarterly Filing enabled
- Only appears if preparation tasks are not globally disabled
MTD Quarterly Filing Filer
- Select staff member from dropdown
- Applies to all new clients with Quarterly Filing enabled
MTD Final Declaration
MTD Final Declaration Preparer
- Select staff member from dropdown
- Applies to all new clients with Final Declaration enabled
- Only appears if preparation tasks are not globally disabled
MTD Final Declaration Filer
- Select staff member from dropdown
- Applies to all new clients with Final Declaration enabled
Important Notes
- Defaults only apply to newly created clients
- Existing clients are not affected
- You can override defaults on individual client files
- Changes to defaults don't retroactively update existing clients