How do I add users to avalara?
How do I add users to avalara?
Invite someone else to help set up your company profile or update your Avalara account.Steps
In AvaTax, go to Settings > Users.
Select Add a User.
Enter the person’s name, email address, and user name.
Decide what the person can access.
Invite someone else to help set up your company profile or update your Avalara account.
Steps
- In AvaTax, go to Settings > Users.
- Select Add a User.
- Enter the person’s name, email address, and user name.
- Decide what the person can access.
How do I add clients to GoFileRoom?
GoFileRoom uses lookup lists to determine your firm’s list of clients. The application populates the client name and client number index values via a lookup list in the Clients drawer. To add a new client, you must add the client to the lookup list.
How do I add a PRP code to UltraTax?
Download a code
- Open UltraTax CS.
- If you haven’t already, enter a TIN in the client.
- Select Utilities, then CS Connect.
- Switch the Per Return Pricing: ($) Acquire PRP authorizations option to Yes.
- Select the PRP tab.
- Select the client you need a PRP code for.
How do I add a city in UltraTax?
Add a state or city in UltraTax CS
- Choose File > Client Properties in an existing client or File > New Client.
- Click the Add States button.
- Mark the state or city return. Some city returns are included inside a state and some are listed separately.
- Click OK.
