Set up your firm's staff members
You can use the
Main
tab of the Staff
screen to enter identification, contact, and preparer information for your firm's staff members.- Go toSetup>Firm Information>Staff.
- Select theMaintab.
- Enter the ID, EIN or SSN, name, and title of the staff member. To add a photo, select the picture icon and select an image (.BMP, .GIF, JPEG, .JPEG, .PNG, .ICO, EMF, or .WMF).
- Mark theInactivecheckbox if the staff member is no longer active. This removes them from staff assignment lists.
- Enter address in the Addresses section. Use theAddress Verificationbutton to enter city, state, and ZIP Code.
- SelectSelectionand mark theMailing addresscheckbox for the primary address from the following options:
- Business
- Home
- Other
- Enter phone and fax numbers. SelectSelectionto add multiple numbers.
- Enter an email address and website URL. An email address is required to initialize the NetClient CS portal. Enter the email address to use when sending the initial Welcome message. Once information has been entered, selectingEmailopens your default email client with this address in theTOline, and selectingWebsiteautomatically opens the specified website using your default browser.
- To enter additional contact information for the staff member, open the Additional Contacts screen by selecting the ellipsis next to the Additional Contacts field while you're in Edit mode.
- If the staff member prepares payroll tax forms, mark thePayroll form preparercheckbox. If the staff member is a third-party designee, mark thePayroll form preparercheckbox and then also enter information in theThird-Party Designee PINfield.
- NetStaff CS Access: To enable access to NetStaff CS portals via the File Exchange Documents portlet in the Workpapers Dashboard, you will need to enter a NetStaff CS ID. Select the ellipsis next to theAccountfield to open the NetStaff CS User Account window, mark the checkbox next to the appropriate NetStaff CS login ID, then selectOK.
