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How to inform compliance you've added additional companies with 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                                                                                 

Select the New company you created from the company dropdown bar

Choose "Something Else" from the next dropdown bar

The Subject should be, "New Company with Returns"

Description, "Please inform compliance New Company, Inc is a new company with Returns"

Click Submit



What's Next

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