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Tasks

Set up spouse to access tax questionnaire

Grant spouse access to the tax questionnaire by adjusting client settings to turn on Client Center access and the 1040 Tax Organizer.
note
By default, the questionnaire is sent to the taxpayer’s portal to be completed. If you want the spouse to complete the questionnaire, they'll need to have access to the Onvio Client Center portal.
After sending the questionnaire from UltraTax, do the following to turn on Onvio Client Center access for the spouse:
  1. In Onvio, select
    Setup
    Clients
    .
  2. Find the client, then select
    Edit
    .
  3. Select the
    Client Center Access
     tab.
  4. Turn on
    Client Center
     access for the spouse.
  5. Turn on
    1040 Tax Organizer
     for the spouse.
  6. Select
    Save
    .
This sends the spouse a registration email. After they register, they can access and complete the questionnaire.

This article applies to:

  • Product: Onvio
  • Audiences: Client

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