Settings

Change Preferences on Statements

Settings is where we edit Page Titles or Headers, set Number of Decimal Pages and change Tax Savings Rate if different from 35% effective tax rate. Just click on the field/s you want to change and then click Save button.

Go to Administration

Select Settings from dropdown

Titles and Headers can be changed here: 

Turn on/off PDF Statement option

Select how many decimal places should display on statement

Estimated Tax Savings rate can be adjusted