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How to inform Compliance you've added additional companies to file returns

Adding additional companies with Managed Returns

You've already gone Live on Managed Returns with one or more companies and you need to let compliance know there are more companies with Managed Returns

Open a Support Case

Go to Account > Support Cases > + Open a Support Case.

Second Step                                                                                 

  1. Select the new company you created from the company dropdown bar.
  2. Select Something Else from the next drop-down.
  3. Enter the subject as New Company with Returns.
  4. Enter the description as Please inform compliance New Company, Inc is a new company with Returns.
  5. Select Submit.

What's Next

The compliance team will ensure your new Company is set up and ready to file