How to complete the Registration tab

How to complete the Registration tab

SUMMARY

This article demonstrates how to complete the Registration tab of office setup.

MORE INFORMATION

26 STEPS

1. Once you login to the software, the Software Setup Wizard will appear. Click Office

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2. Click E-Filing

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3. Enter yore EFIN in the Default EFIN 

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4. Click Overrides

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5. Enter your Company Name

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6. Type in your Company Address

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7. Type in the City

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8. Type in the State

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9. Type in rthe Zip Code

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10. Type in Company Phone Number

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11. Enter the ERO's Name

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12. Enter the Firm Address

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13. Enter the City

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14. Enter the State

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15. Enter the Zip Code

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16. Click Defaults

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17. Click check box Auto-save return when closed. This will automatically save the return whenever you close the return or software.

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18. Click General

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19. If you had the same software the previous year, enter the Prior Year Path or click Browse to select if from your PC.

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20. Click OK

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21. Click Auth/Audits

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22. Here you can use each button to configure Diagnostic validation checks if you like to know how check out our Software Setup Wizard for Audit Control video. Click OK to continue.

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23. Click TextMsg/Email

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24. Enter your Gmail Email Address

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25. Enter the Password to the Gmail Email Address above.

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26. Click OK

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Here's an interactive tutorial

https://www.iorad.com/player/1691107/Software-Setup-Wizard-for-Office-Setup

To complete the Registration tab, follow these steps:

  • On the Setup menu, click Office Setup.

  • Complete the information as follows:

  • User ID
    Do not edit this field. This field will be populated with the userid used during the First Time Setup Wizard.
  • Name
    Type the company name of the office.
  • Phone
    Type the phone number of the office.
  • Location
    Type the address of the office.
  • Fax
    Type the fax number of the office, if applicable.
  • E-mail
    Type the e-mail address of the office, if applicable.

by Jai Ramirez