Add a firm administrator
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
- Sign into AvaTax using the username from the initial Avalara setup email you received.
- Go to Settings > Users.
- 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.
- Under Permissions, select the Firm administrator option.
- 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.