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Multiple office locations

Create and manage office locations for users, clients, processing, and reporting across your account.
Show all hidden content
Office Locations can be updated in the
My Company
,
User Management
, and
Client Management
 sections.
note
  • The Primary Admin has access to all locations. Other Admins are subject to the Office Location and User Group settings.
  • The Office Location appears on the taxpayer side if they go through the
    Manual Signing
     process.
Create office locations
System Admins can add new office locations in the Account Management section:
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
To add an office location:
  1. Select
    My Company
    .
  2. Select
    Add New Office Location
    .
  3. Add the office details.
  4. Select
    Next
    .
  5. Mark the
    Select All
     checkbox to move all users, or drag and drop users from the
    Available Users
     list to the
    Users in Location
     section.
  6. Select
    Add Location
     to save your changes.
  7. Select a
    Default Contact Person
     from the dropdown.
  8. Select
    Update
    .
User Management
Internal users can be given access to different office locations in their user profile by administrators in the Account Management section.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
  3. Select
    User Management
    .
  4. Select the
    Edit
     icon for the user you want to edit.
  5. Select the location the user should be assigned to from the
    Office Location
     dropdown.
  6. Select
    Update
     to save any changes.
Client Management
Clients can be assigned to different office locations in their Client Management profile, or by users in the Delivered Returns dashboard.
note
Returns are automatically assigned to a location based on the Client ID if the client exists in
Client Management
.
Edit in Client Management
:
View Client Management:
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
  3. Select
    Client Management
    .
  4. Select the
    Edit
     for the client you want to edit.
  5. Select the location the client should be assigned to from the
    Office Location
     dropdown.
  6. Select
    Update
     to save any changes.
Edit in Delivered Returns Report
:
  1. Go to your
    Delivered Returns
    .
  2. Select
    Edit
    .
  3. Select the location the client should be assigned to from the
    Office Location
     dropdown.
  4. Select
    Save
    .
  5. Verify new Client Information.
  6. Select
    Yes, Update
     or
    No, Do Not Update
    .
    note
    Information in red text will update in Client Management.
Processing and Reporting
Processing
:
During processing, the Office Location for the return can be edited in the
Client Information
 section.
  1. Select
    Client Information.
  2. Select the location the client should be assigned to from the
    Office
     dropdown.
    note
    If approved on final step, this will update to Client Management.
Reporting
:
There is a column in the
Delivered Returns
 section to display the assigned location for the return.
If you don’t have this column, use the
Column Views
 option to add it to your dashboard. This view setting only applies to the logged-in user.
  1. Select the
    Column Options
     button.
  2. Switch the
    Office Location
     view to
    On
    .
  3. Select
    Save
     to save your changes.
Change Office Location
You can edit the assigned Office Location for multiple delivered and archived returns at once.
note
  • You can only view returns assigned to
    Office Locations
     you have permission to use.
  • If the location is changed to a location you don’t have access to, you are longer be able to view those returns.
  • You can update the
    Contact Person
     for the returns so they match the new Office Location.
  • Updating the Office Location here also updates the
    Client Management
     record.
  1. Mark the checkbox for the taxpayer's name.
  2. Select the
    Change Office Location
     button.
  3. Select an
    Office Location
     to assign to the returns.
  4. Select a
    Contact Person
     for the returns.
  5. Select
    Update
     to save any changes made.

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff