Adding a Sub Location is a two step process. The first step is to add the location to the Company or Master EFIN's Account Hub.
To add the Location to Account Hub, from the app switcher in the upper right select:
- Location Manager
- Manage Locations
- Add Location - Enter all required information and Save All
The new sub EFIN can now be added to the company level. From the Welcome Screen of TaxSlayer ProWeb select:
- Manage Offices
- Add Office - Enter required information and save
Note: If you do not see Manage Offices verify log in is at the company level.
Once the office has been created select Access. This will bring up the Office's Welcome page:
From the office Welcome page select:
- Configuration
- ERO Setup
Note that once an ERO has been added to ERO Setup it cannot be deleted. Rather, if you discontinue using an EFIN you mark it as inactive.
Note: The information in Office Setup and ERO Setup apply to all tax years.