About office locations
Office location is a required field in TaxCaddy, FileRoom, GoFileRoom, and API submissions. Office location is required to calculate sales tax.
Firms can also use office location to restrict access to a binder or a TaxCaddy client based on the firm user's office location.
To add, edit, delete, or export office locations, go to .
note
You can set custom Review Wizard settings per office location.
The following checkbox is auto-selected and grayed out:
Checking this box will make Office Location a required field when creating a binder or TaxCaddy Client
.
Office Location appears as a mandatory field in the following instances:
- Create New Binder window (FileRoom)
- FileRoom > Edit Window (FileRoom)
- Adding a new client (TaxCaddy)
- Importing new client (TaxCaddy)
- API submission
Related Content
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Add new office locations
Format:
Article
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Edit office locations
Format:
Article
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Bulk Update Office Location
Format:
Article
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Delete an office location
Format:
Article
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Export office locations to Excel
Format:
Article
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Require office location
Format:
Article
