Skip to main content
Avalara Help Center

Create a firm administrator

Before you can access Managed Returns for Accountants for the first time, you must create a Managed Returns for Accountants firm administrator. Your current account administrator will receive an email with instructions and a link to set up this administrator.

clipboard_e2eae8147c091ea2dd4ed0b1209198ae3.png 

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 your account is initially created, you receive an email to sign in to AvaTax. This creates an Avalara administrator user. This user can then create an Managed Returns for Accountants firm administrator user, using the following instructions.  Your Avalara administrator and your Managed Returns for Accountants firm administrator can be the same person, but need separate usernames.

Steps

To set up a first-time Managed Returns for Accountants firm administrator:

  1. Sign into AvaTax using the username from the initial Avalara setup email you received.
  2. Go to Settings > Users. Users page, either add a new user or edit an existing user.
  3. Under Permissions, select the Firm Administrator option, and select Save.

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

  • Was this article helpful?