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Assign 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.

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

Select Setup
, and then Staff
.

Either add a new staff, or edit an existing staff member.

Go to Groupings
on the General
tab.

Assign staff to an office, a department, and then set their supervisor and staff level.

Select Save
when you're finished.

Select Setup
, and then Staff
.

Either add a new staff, or edit an existing staff member.

Assign them as a tax preparer, reviewer, or representative for forms 2848 and 8821 on the Roles
tab.

Select Save
when you're finished.

Select Setup
, and then Clients
.

Either add a new client, or edit an existing client.

Go to Groupings
and assign a staff member as the partner, manager, or associate on the General
tab.

Select Save
when you're finished.