Your Sub Sites are going to need access to your Tax Software, so we need to create an office for them.
👉 Within the main menu, Scroll down and Click on Manage Offices
👉 When you're in the Manage Offices Section, Click on Add Office
You can enter their information here. They'll also be able to update/edit their information at a later time.
Ancillary Product Configuration section
You can decide if you want to take advantage of Audit Protection.
You can put your Add-on Fee to these and if they have their own person in, they can add on top of it as well.
It will be up to you, how you want to set them up. If you are not doing add-on for any of these, you can let your office decide if you want to offer it or not.
Office Configuration Section
Add a check to Use Topaz Signature Pad if you think your Sub Sites might use it.
Add a check to Default State Return Type to be Sent Through Bank - as it benefits you as well.
You can also decide to leave things blank and let your Sub Sites decide how they want to configure their own office
Office Addresses and Office Phones Section
👉 You could Click Save and Access Office or Click on Continue.
👉 If you click on Save and Access Office - You will now be taken to your Sub Site's Office Settings
