ExpressTruckTax Feature Spotlight: Additional Users |
Sometimes you need more than one person manning your professional tax products, especially if you run a larger fleet and need to
Whether this is an office manager or an official accountant, you can invite any additional users to your ExpressTruckTax account with the multi-user access feature.
What Is Multi-User Access Feature?
Like we said, Multi-User Access allows you to have multiple users managing one account. With this feature, you simply click My Account from the Dashboard page, then find Manage Users, and click View.
After that, you just need to add the user’s name and contact information, including their email address. They will be emailed instructions on how to setup their sub-user account.
The newly created sub-user will be able to manage and view returns, create returns, and/or transmit returns to the IRS, depending on the permissions you set for them.
What Are the Advantages of the Additional User Feature?
Thanks to the permissions we have in ExpressTruckTax, you can segment responsibilities to your employees, share your Form 2290 online with other members of your company, and have an accountant review and transmit Form 2290 for you!
Instead of sharing passwords and logins, you can create a network of additional users to improve your fleet’s work-flow.
Best of all, you assign access type permissions as you create your additional users.
What Account Permissions Does ExpressTruckTax Offer?
- View Only: This access type allows a sub-user to view your Form 2290 information, but they cannot edit or transmit.
- Edit Only: This access type allows a sub-user to view and edit your Form 2290 information, but they cannot transmit it on your behalf.
- Edit and Transmit: This access type allows a sub-user to view, edit, and transmit your Form 2290 information.
Related Blog Post: ExpressTruckTax Additional Users Feature
So don’t forget, when you need to e-file Form 2290 online, don’t just take it upon yourself—use your team and get things done with ease.
If you have any questions about creating additional user accounts, reach out to our awesome customer support squad at 704.234.6005! We’ll get you back to e-filing in no time!