Default Staff Task Allocation (MTD)

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

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