To access and manage your Locations first sign into your Multi-Office Manager. Check here for an Overview of the MO.
Next, select the
'Admin' icon from the left hand menu.
Follow along with the video or steps outlined below to create your first location within the MO.
Creating an Office Location
In this article you will learn how to add a location to your software from the MO. If you are intending to setup a location to provide a demo to a prospective client see this alternative method to creating a location (Create Demo Link Article)
Step 1: Location and Firm Information
Follow along below to setup your location:
From the Location Manager, select 'Create Location'.
To see which fields are required on this form click 'Save & Continue'
Location Login Information
If you're making this location for a client you can setup them up as the admin preparer but if this is your tax office, these will become your credentials.
Account Name: The location account name is the admin preparer's username (typically in this format: TaxOfficeAdmin123)
Password: Must meet the requirements indicated
Location Information
Firm Name: The name/shorthand name of the office or last name of the EFIN holder - anyone who signs into the software will need the firm name and it must be entered exactly (spaces, commas, etc; example of login pictured below)
Write down the admin username/password and firm name
Complete the rest of the location information inputting the details for the office you're setting up.
If you do not have some of the required information you can make it up and come back at a later time to update it, just don't forget to come back to it at some point - especially before enrolling the location with a bank.
Location / Manager Information
The email and phone number in this section is for Email/Text sign in verification for the admin login.
Once all the required fields are completed and you've recorded the information click 'Save & Continue' again.
Step 2: Creating Preparers
Once you see this popup menu - your location has been created and will appear in your multi-office manager.
The rest of the information may be entered by following the remaining steps below or when signing into the software with the admin preparer credentials.
Step 3: EFIN / Firm Information
You will eventually need to upload your EFIN Status Summary Letter to transmit returns.
Your Firm information should be prepopulated with what you input on Step 1, you may update this should you need to do so.
Step 4: Pricing
If you wish to skip this step for now you may click 'Account Settings' to proceed to the next step.
Here you have the option to set preparation fees for the office as a fixed rate, rate per form or manually after every return.
You may also create discounts or additional charges if you wish. It is not required to setup the pricing to create a Location.
Step 5: Account Settings
The locations Account Settings provides Preparer Level settings and permissions as well as some personal preferences at the firm or office level.
Step 6: Bank Enrollment
Before you can enroll the location with a bank, it will need to be marked as paid.
More here about Marking Locations as Paid and Setting your Bank Fee
