Settings tab

With a project open, click the Settings tab. You can use this tab to change various project settings for Onvio Trial Balance, Onvio Workpapers, and Checkpoint Engage.

Onvio Trial Balance and Onvio Workpapers users: Click the Edit Contact link to make changes to the contact in Onvio Center.


Onvio Workpapers and Checkpoint Engage users: Click the switch to enable setup for Checkpoint Engage workpapers. Show me. For details, see Checkpoint Engage setup overview.

enable checkpoint engage

Notes

  • You can select UltraTax CS, Lacerte, or ProSystem fx as the Tax Vendor to which you can export tax balances. 
  • You can click the Edit Client link to make changes to the client in Onvio Center.
  • The year that you select in the Tax Year field on the Periods tab in Onvio Center determines the year of the tax groupings schedule that is available in the Groupings tab.
  • When you finalize a binder for a contact, the Binder Settings and Checkpoint Engage Settings sections in the screen become disabled, and cannot be updated until you unfinalize the binder.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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