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  • Product: Engagement Manager

Set up tax vendor integration

Designate tax vendor information in Engagement Manager to connect your firm's tax applications and make sure that Engagement Manager uses the correct tax codes for your engagements.
note
You need to have administrative permissions to complete this task.
  1. In Engagement Manager, select
    Setup
     , then
    Firm Settings
    .
  2. Mark the checkboxes for the tax vendors you want to integrate with Engagement Manager, then select
    Save
    .

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