Default Signatory Settings
These settings define whose name and signature will be automatically used on tax forms and financial reports.
1. If "Use client owner as signatory" is selected:
- Tax form: The team member assigned as the client owner of the form’s client will appear as the contact in the agent declaration section.
- Financial report: The signature of the team member assigned as the client owner of the report’s client will be inserted in the agent signature field.
2. If "Use client owner as signatory" is not selected:
The system will use the Default signatory field instead.
- If Default signatory is filled in:
> Tax form: The team member specified as Default signatory will be used as the contact in the agent declaration section.
> Financial report: The signature of the Default signatory will be inserted in the agent signature field.
- If Default signatory is empty:
>Tax form: The agent declaration contact field will display the firm’s assigned signatory contact, or if none exists, the agent’s name.
>Financial report: The agent signature field will remain empty.