Assigning staff groupings, tax roles and clients

You can assign staff to different groupings, tax roles and clients, when you're adding or updating staff and clients in Onvio.

Before you start

You need to add an office, departments and staff levels prior to assigning staff groupings.

Groupings

  1. Select Setup, and then Staff.
  2. Either Add a new staff, or Edit an existing staff member.
  3. On the General tab, scroll down to Groupings and assign staff to an office, a department, then set their supervisor and staff level.
  4. Select Save when you're finished.

Tax roles

  1. Select Setup, and then Staff.
  2. Either Add a new staff, or Edit an existing staff member.
  3. On the Roles tab, you can assign them as a tax preparer, reviewer, or representative for forms 2848 and 8821.
  4. Select Save when you're finished.

Clients

  1. Select Setup, and then Clients.
  2. Either Add a new client, or Edit an existing client.
  3. On the General tab, scroll down to Groupings and assign a staff member as the partner, manager, or associate.
  4. Select Save when you're finished.

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