Multiple Office Locations

Office Locations can be updated in the My Company , User Management, and Client Management sections. 

Please note:

• The Primary Admin has access to all locations. Other Admins are subject to the Office Location and User Group settings. 
• The Office Location appears on the taxpayer side if they go through the Manual Signing process. 

Create Office Locations

New office locations are added by System Admins in the Account Management section.

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens. 

To add an office location: 

1. Select My Company. 
2. Click Add New Office Location. 
3. Add the office details. 
4. Click Next. 
5. Check the Select All check box to move all users OR
6. Drag/drop users from the Available Users list to the Users in Location section. 
7. Click Add Location to save your changes. 

User Management

Internal users can be given access to different office locations in their user profile by administrators in the Account Management section. 

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens.
3. Click User Management in the left panel. 
4. Click the Edit icon next to the user to be edited. 
5. Select the location the user should be assigned to from the Office Location drop-down.
6. Click Update to save any changes. 

Client Management

Clients can be assigned to different office locations in their Client Management profile, or by users in the Delivered Returns dashboard. 

Please note:

Returns are automatically assigned to a location based on the Client ID if the client exists in Client Management. 

Edit in Client Management

View our Client Management

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens. 
3. Click Client Management in the left panel. 
4. Click the Edit icon next to the client to be edited.  
5. Select the location the client should be assigned to from the Office Location drop-down.
6. Click Update to save any changes. 

Edit in Delivered Returns Report

1. Navigate to your Delivered Returns. 
2. Click the Edit Client Info icon. 
3. Select the location the client should be assigned to from the Office drop-down. 
4. Click Save. 
5. Verify new Client Information.
6. Select Yes, Update OR
   • Information in red text will be updated in Client Management. 
7. Select No, Do Not Update.
   • New Information will not be added in Client Management.

Processing and Reporting

Processing

During processing, the Office Location for the return can be edited in the Client Info Tab. 

1. Click the Client Info tab. 
2. Select the location the client should be assigned to from the Office drop-down. 
   • If approved on final step, this will update to Client Management. 

Reporting

There is a column in the Delivered Returns section to display the assigned location for the return. 

If you do not see this column, use the Column Views option to add it to your dashboard. This view setting only applies to the logged-in user. 

1. Click the Column Views button. 
2. Toggle the Office Location view to On. 
3. Click Ok to save your changes. 

Change Office Location

You can edit the assigned Office Location for multiple delivered and archived returns at once. 

Please note:

• You can only view returns assigned to Office Locations you have permission to use. 
• If the location is changed to a location you do not have access to, you are longer be able to view those returns. 
• You can update the Contact Person for the returns so they match the new Office Location. 
• Updating the Office Location here also updates the Client Management record. 

1. Check the box to the left of the taxpayer's name.
2. Click the Change Office Location button above.
3. Select an Office Location to assign to the returns. 
4. Select a Contact Person for the returns. 
5. Click Confirm to save any changes made. 

Related Articles

Account Management

Account Management: User Management

Account Management: Client Management 

Client Info Tab