Organize your team
This article applies to:Avalara Managed Returns for Accountants
To get started using Managed Returns for Accountants, set up a firm administrator and any other users that need to sign in.
Steps
- 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 firm administrator will receive an email with instructions and a link to set up this administrator. Your firm administrator and your Managed Returns for Accountants administrator can be the same person. - Add a user and set permissions.
Add users to your account, and then assign them to permission groups. - Customize your page view.
Adjust your settings and user preferences to customize the layout of Managed Returns for Accountants.