January 30, 2016 Sub-Office Access to COM

Lesson Overview: Sub-Office Access to COM  In this lesson we will cover:  Edit Office Logo  TaxWise Updates  Reports  Return Query  Online Reporting System  Support site access 162 Central Office Manager – Sub-Office Access January 30, USA

Edit Office Logo allows you to post a company logo and message  Log in as Admin user  Click the Offices tab  Search for the main office EFIN  Only accessible under the main office  Click Edit Office Logo 163 Central Office Manager - Edit Office Logo January 30, USA

Uploading your logo  Click Browse and locate your logo  Enter text in the message box  Enter up to 250 characters  Click Upload Note: COM uses jpg and bmp images 164 January 30, USA Central Office Manager - Edit Office Logo

The selected logo is posted  Once uploaded, your logo and message will be listed under Existing Logo  Displays on Reports and TaxWise Updates screens under sub-office log in 165 January 30, USA Central Office Manager - Edit Office Logo

Sub offices can now access the main office’s COM portal with their Client ID  Logs into the main office COM portal  Access is limited and Client ID specific  TaxWise Updates Saves valuable time for those offices that download and host the TaxWise Updates on their website  Automatically updated when posted to the TaxWise Customer Support site  View logo and message 166 Central Office Manager –TaxWise Updates January 30, USA

The Return Query and Online Reporting System only display office specific data  Reports  Return Query  Online Reporting System Note: Access can be denied by main office. A link to the SFS Support site or a custom site chosen by the main office, can be added to this page 7 Central Office Manager – Reports January 30, USA

Lesson Summary: Sub-Office Access to COM In this lesson we will cover: Edit Office Logo TaxWise Updates Reports Return Query Online Reporting System Support site access 168 Central Office Manager - Sub-Office Access January 30, USA