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Avalara Help Center

Add a firm administrator

This article applies to:Avalara Returns for Accountants

Before you can access Returns for Accountants for the first time, you need to add a firm administrator. Your current account administrator will receive an email with instructions and a link to set up this administrator. If you're already signed into Returns for Accountants, you can skip this step.

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Note

If the administrator doesn't receive the email in a reasonable amount of time, have them check their junk email. 

Before you begin

When you first sign up for Returns for Accountants, a user from your firm receives a welcome email with instructions to sign into AvaTax. That user is the Avalara administrator user, and can add a Returns for Accountants firm administrator user using the steps provided. The Avalara administrator and the Returns for Accountants firm administrator can be the same person, but both need a separate username.

Steps

  1. Sign into AvaTax using the username from the initial Avalara setup email you received.
  2. Go to Settings > Users.
  3. Decide if you want to create a new user as the firm administrator, or adjust the permissions for an existing user:
    • New user: Select Add a user and enter the user's name, email address, and username.
    • Existing user: Find the user in the list of users, then select Details to edit the user permissions.
    Note: When a username is created in Avatax, do not use their email address. It can cause an issue if the user has already used its email for another Avatax account or the user is a CIP Partner.
  4. Under Permissions, select the Firm administrator option.
  5. Select Save.

An email is sent to the email address you entered, with instructions and a link so the new administrator can sign into Returns for Accountants. When you sign in for the first time, the firm administrator is instructed to create a new password. The firm administrator can then add new users (including other firm administrators) in Returns for Accountants.

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