Set up staff tax roles and enter EFINs

If your firm is licensed for Onvio Tax, use the Roles tab to assign a tax role to a staff member and store related information.

Note: You must have security permission to edit staff information.

  1. In Onvio Center, click Setup > Staff and click Edit next to the name of the staff member.
  2. Click the Roles tab.

    Note: You will see an informational message if the staff member hasn't been assigned to the preparer or representative role.

  3. Mark the Preparer or Representative checkbox, and then the information fields will become visible and available for you to complete.
    • Use the Tax Preparer Information tab to enter the Electronic Filing Identification Number (EFIN), Preparer Tax Identification Number (PTIN), and designee PIN, if applicable.
    • Use the Representative Information tab to enter the necessary information for Forms 2848 and 8821, such as CAF number, representative designation, and license/bar/enrollment number.
  4. Click Save.

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