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Set up your firm and staff

Set up your firm's staff members

You can use the
Main
 tab of the
Staff
 screen to enter identification, contact, and preparer information for your firm's staff members.
  1. Go to
    Setup
     >
    Firm Information
     >
    Staff
    .
  2. Select the
    Main
     tab.
  3. Enter the ID, EIN or SSN, name, and title of the staff member. To add a photo, select the picture icon and select an image (.BMP, .GIF, JPEG, .JPEG, .PNG, .ICO, EMF, or .WMF).
  4. Mark the
    Inactive
     checkbox if the staff member is no longer active. This removes them from staff assignment lists.
  5. Enter address in the Addresses section. Use the
    Address Verification
     button to enter city, state, and ZIP Code.
  6. Select
    Selection
     and mark the
    Mailing address
     checkbox for the primary address from the following options:
    • Business
    • Home
    • Other
  7. Enter phone and fax numbers. Select
    Selection
     to add multiple numbers.
  8. Enter an email address and website URL. An email address is required to initialize the NetClient CS portal. Enter the email address to use when sending the initial Welcome message. Once information has been entered, selecting
    Email
     opens your default email client with this address in the
    TO
     line, and selecting
    Website
     automatically opens the specified website using your default browser.
  9. To enter additional contact information for the staff member, open the Additional Contacts screen by selecting the ellipsis next to the Additional Contacts field while you're in Edit mode.
  10. If the staff member prepares payroll tax forms, mark the
    Payroll form preparer
     checkbox. If the staff member is a third-party designee, mark the
    Payroll form preparer
     checkbox and then also enter information in the
    Third-Party Designee PIN
     field.
  11. NetStaff CS Access
    : To enable access to NetStaff CS portals via the File Exchange Documents portlet in the Workpapers Dashboard, you will need to enter a NetStaff CS ID. Select the ellipsis next to the
    Account
     field to open the NetStaff CS User Account window, mark the checkbox next to the appropriate NetStaff CS login ID, then select
    OK
    .

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients, Setup