Skip to main content
Avalara Help Center

Can I add another company to my TrustFile account?

Overview

You have multiple companies that you need to report and file for, and want to know if you can setup your TrustFile account to file returns for all of your companies.

Environment

TrustFile

Resolution

  • TrustFile Standard and Premium subscriptions includes service for a single company with login access for one user. If you need to file for multiple companies either reach out to your account manager or contact us to discuss conversion of your account and any additional charges that may be involved for your subscription.
  • TrustFile for Accountants subscriptions do allow you to add additional companies. Click Add a company from your main dashboard to enter the company details for your additional companies.

Add a Company.PNG

 

  • You can add as many companies as needed, and file and report for each one separately. For Standard subscriptions your per return charges will apply, for Premium subscriptions you will pay for a new subscription for each company added. 
  • Each company can be accessed via the main dashboard once they have been created. You will need to setup each individual account by importing transactions and setting up which states need to be filed by clicking on the name of the company you need to setup. 

Accountant Dashboard.PNG

  • Was this article helpful?